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
11011 Sheridan Street, Suite 212, Cooper City, FL, 33026
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
Aaron owns Gramp's Wealth Management, Inc., a private label entity for investment and insurance business, dedicating about 10-20% of his time. He is also an agent for IAA Wealth Management and an advisor for International Assets Investment Management LLC and Global Assets Advisory, LLC, spending about half his time on each of the latter two.