LJ

Laurna M Hart James

20 Years of Experience

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

8550 United Plaza Blvd, Suite 702, Baton Rouge, LA, 70809

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Laurna is the COO/Agent of Record for West Valley Insurance, an independent property and casualty agency, dedicating about 10-20% of her time with no compensation. She is also a distributor for Topanga Scents, a scented household supplies company, spending minimal time and earning commission.

Employment History
Current Registrations
Global Assets Advisory, LLC
September 2020 - Present · 5 yrs 4 mos
International Assets Advisory, LLC Broker
May 2020 - Present · 5 yrs 8 mos
Previous Registrations
Investacorp, INC.Broker
January 2019 - May 2020 · 1 yr 4 mos
Capital One Investment Services LLCBroker
May 2010 - January 2015 · 4 yrs 8 mos
LPL Financial Corporation Broker
February 2007 - May 2008 · 1 yr 3 mos
Edward Jones Broker
October 1999 - January 2007 · 7 yrs 3 mos
Edward D. Jones & Co., L.P. Broker
April 1997 - October 1997 · 6 mos
State Registrations1 state
LA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.