Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for portfolio management or advisory services are typically a percentage of assets held in the institution's account and vary depending on the services chosen. Consulting services are typically charged at an hourly rate, but IAA reserves the right to charge an annual fee based on a percentage of the institution's investment assets. All fees are negotiable and agreed upon prior to entering into a contract. Fees are paid in advance and do not include third-party fees.
Areas of Practice
Advisor Information
Office location
111 N. Orange Avenue, Suite 1000, Orlando, FL, 32801
Get directionsRegulatory History (1)
Employment Separation After Allegations
July 2020Other Business ActivitiesSells Insurance
David is a registered investment advisor with Global Assets Advisory, LLC, dedicating nearly full-time hours to this role. He is also a partner in Laszlo Rigsby Advisory Services, spends about a quarter of his time as owner of HAL Ventures, Inc., and dedicates a few hours per week as a health insurance broker.