CS
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
4855 North Mesa, #114, El Paso, TX, 79912
Get directionsRegulatory History (1)
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Employment Separation After Allegations
August 2001Other Business ActivitiesSells Insurance
Carlos sells life, health, and disability insurance, dedicating about a quarter of his time to this activity. He is also a 50% owner of Integral Financial Services, Inc., dedicating nearly full-time hours to this business.
Employment History
Current Registrations
Global Assets Advisory, LLC
January 2023 - Present · 3 yrs
International Assets Investment Management, LLC
January 2020 - Present · 6 yrs
International Assets Advisory, LLC Broker
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
Cetera Advisors LLCBroker
October 2016 - September 2018 · 1 yr 11 mos
Investors Capital CORP.Broker
April 2011 - October 2016 · 5 yrs 6 mos
Transamerica Financial Advisors, INC Broker
September 2009 - April 2011 · 1 yr 7 mos
Transamerica Financial Advisors, INC.Broker
June 2003 - September 2009 · 6 yrs 3 mos
Ims Securities, INC.Broker
October 2001 - May 2003 · 1 yr 7 mos
Nylife Securities INC.Broker
May 1994 - August 2001 · 7 yrs 3 mos
State Registrations3 states
CANMTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.