BZ

Benjamin John Zamojski

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
25 advisors
Number of Clients
1,376 clients
Average Client Portfolio
$246K average
Assets Under Management
$338.1M

Fee Structure

Hourly Rate:Up to $500/hr

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
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

200 East 80th Place, #200, Merrillville, IN, 46410

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Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Benjamin is a registered administrator for Global Assets Advisory, LLC and Laszlo Rigsby Advisory Services, dedicating nearly full-time hours to each. He is also an independent health/life insurance agent, spending about 10-20% of his time on this activity, and donates plasma for minimal compensation.

Employment History
Current Registrations
Global Assets Advisory, LLC
September 2020 - Present · 5 yrs 4 mos
International Assets Advisory, LLC Broker
September 2020 - Present · 5 yrs 4 mos
Previous Registrations
Grace Capital Management, LLC
March 2020 - October 2020 · 7 mos
Triad Advisors LLCBroker
April 2019 - July 2020 · 1 yr 3 mos
W&s Brokerage Services, INC. Broker
March 2017 - June 2018 · 1 yr 3 mos
State Registrations2 states
ILIN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.