Global Assets Advisory, LLC
Assets Under Management
$338.1M
Number of Clients
1,376
Number of Advisors
25
Average Client AUM
$246K
AUM per Advisor
$13.5M
Compensation
Fee-Only (AUM)
About This Firm
Global Assets Advisory (GAA) offers customized wealth management solutions through continuous client contact, providing discretionary and non-discretionary investment management, referrals to third-party wrap fee programs, and financial planning and consulting services. GAA's services are provided through independent IARs, offering flexibility in implementing investment strategies.
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
Location
111 N. Orange Avenue, Suite 1000, Orlando, FL, 32801