David A. Dodson

ChFC

Global Assets Advisory, LLC

30 Years of Experience

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Firm Information

Global Assets Advisory, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

25 advisors

Number of Clients

1,376 clients

Average Client Portfolio

$246K average

Assets Under Management

$338.1M

Fee Structure

Hourly Rate:Up to $500/hr

GAA's asset-based investment advisory fees are charged at an annual rate up to 3.00%, depending on the relationship size, inclusion/exclusion of transaction fees, and service complexity. Fees are negotiable between the client and the IAR. Financial planning services are offered based on assets, hourly (up to $500/hour), or as a fixed engagement fee. Retirement plan advisory fees range up to 3.00% annually and may be negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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Regulatory History (3)

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Regulatory

March 2024

Final

Employment Separation After Allegations

June 2022

Criminal

December 1984

Final Disposition

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Other Business Activities

David is the founder and managing member of G2 Rampart Consulting, LLC, a private label entity for his financial business. He dedicates about a quarter of his time to this activity, earning commissions and fees.