Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, charged monthly or quarterly. For example, the maximum annual fee is 2.75% on the first $250,000. These fees may be negotiable. Clients are responsible for custodial and securities execution fees. Global Investment Advisory may receive commissions as a registered representative, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
Collierville, TN
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the CEO of Vere Global Insurance Group, LLC, an insurance agency, and spends minimal time on administration and oversight. He also serves as Chief Executive Investment Officer for Gjallarhorn Capital Inc and Senior Portfolio Manager for Mimir's Well LP, both incubator hedge funds, dedicating a few hours per week to each.