Advisor at Great Valley Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Great Valley Advisor Group, LLC
Location
Atlantic, IA 50022
Credentials
Series 63, Series 65
Industry experience
46 years
Fixed fees are reported by SEC but no specific flat fee amounts are disclosed in the brochure excerpt.
$0 - $500,000: 2.50% $500,001 - $1,000,000: 2.25% $1,000,001 - $3,000,000: 2.00% $3,000,001+: Negotiable
Hourly charges are reported by SEC but no specific hourly rates are disclosed in the brochure excerpt.
Account minimum: $5,000 minimum for the Guided Wealth Portfolios (GWP) program; other programs have varying minimums not specifically detailed in this excerpt; general minimum not explicitly stated Fee-only: Annual percentage of assets under management ranging from 2.00% to 2.50% with negotiable fees above $3,000,000; fees charged quarterly in advance or arrears depending on custodian; fees apply to all assets including cash and money market balances.
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2020 - 2025 (5 years)
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2020 - 2025 (5 years)
VOYA Financial Advisors
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlantic, IA
Edward Jones
Series 63, Series 66
Atlantic, IA
Edward Jones
CFP®, Series 63
Atlantic, IA
Principal Financial Services
CFP®, Series 66
Atlantic, IA
Great Valley Advisor Group, LLC
Series 63, Series 66
Atlantic, IA
Principal Financial Services
Series 63, Series 65
Griswold, IA
Principal Financial Services
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