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