***The client’s total fee includes the advisor fee and program fee, which included custody, trading, administration, and transaction fees. A separate strategist fee may apply for certain managers (if applicable). The fee may adjust over time if you switch out models or the account value changes. Underlying mutual fund and ETP expenses are disclosed in the prospectus. Mutual funds may have redemption fees.
For current investment management clients all comprehensive financial planning is included in their advisory fees, but if you are not looking for investment management services, we charge an annual planning fee starting at $3,000. We will also do one-time project work based upon an agreed-upon scope of work. We will make a good faith estimate of the number of hours needed to complete the project. Fees typically start at $2,500 for project-based engagements.
This fee does not include any ongoing implementation post-engagement, nor does it include any detailed investment portfolio recommendations that would typically qualify as services applicable as wealth management services.
All advisory services offered through Great Valley Advisors