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
1288 Marsh Springs Rd., Collierville, TN, 38017
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 Activities
Joshua owns Ax House, LLC, an entertainment company unrelated to finance or investing. He dedicates about half his time to this venture, working evenings and weekends.