Global Investment Advisory
Assets Under Management
$21.5M
Number of Clients
57
Number of Advisors
7
Average Client AUM
$377K
AUM per Advisor
$3.1M
Compensation
Fee-Only (AUM)
About This Firm
Global Investment Advisory offers custom portfolio management on a discretionary basis, using a tactical allocation strategy to reduce risk and increase performance. They may use various securities and funds. They also offer a Turnkey Asset Management Program (TAMP) for other financial advisory firms, acting as a sub-advisor. The firm tailors services to individual client needs and restrictions.
Fee Structure
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
You'll pay a monthly or quarterly fee based on the value of the assets managed. The maximum annual fee is 2.75% on the first $250,000, 2.50% on the next $250,000 (assets between $250,001 and $500,000), 2.25% on the next $500,000 (assets between $500,001 and $1 million), and 2.00% on assets over $1 million. These fees may be negotiable. There is a minimum account requirement of $25,000, but this may be waived at the advisor's discretion.
Areas of Practice
Location
1600 Pennsylvania Avenue, Mcdonough, GA, 30253