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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
57 clients
Average Client Portfolio
$377K average
Assets Under Management
$21.5M
Fee Structure
Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Investment advisory fees are based on a percentage of assets under management, charged monthly or quarterly. For example, the maximum annual fee is 2.75% on the first $250,000. These fees may be negotiable. Clients are responsible for custodial and securities execution fees. Global Investment Advisory may receive commissions as a registered representative, creating a potential conflict of interest.
Areas of Practice
Investment Management
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Advisor Information
Office location
1600 Pennsylvania Avenue, Mcdonough, GA, 30253
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Global Investment Advisory
May 2025 - Present · 8 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.