Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
228 State Road 248, Suite 2A, Kamas, UT, 84036
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.
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Alan is an Investment Advisor Representative (IAR) with Global Assets Advisory, LLC, dedicating about 10-20% of his time to this role. He also serves as a trustee for HAPCO Financial Group Trust (nearly full-time) and The Alene Trust (a few hours per week).