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
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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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Jeffery is an advisor with International Assets Investment Management LLC and Global Assets Advisory, LLC, dedicating nearly full-time hours to these roles. He is also the President/Managing Partner of Forrestall CPA's, LLC, a CPA firm, which also takes up more than full-time hours.