MP
MP
Melissa Perez-Leblanc is a registered investment advisor at Global Investment Advisory, based in Mcdonough, GA, with 6 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 57 clients with $21M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
57 clients
Average Client Portfolio
$377K average
Assets Under Management
$21.5M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1600 Pennsylvania Avenue, Mcdonough, GA, 30253
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
September 2015Employment History
Current Registrations
Global Investment Advisory
December 2025 - Present · 4 mos
Previous Registrations
Girard Securities, INC.
January 2015 - September 2015 · 8 mos
Gfs Advisors LLC
August 2009 - January 2013 · 3 yrs 5 mos
Stanford Group Company
March 2007 - March 2009 · 2 yrs
State Registrations2 states
LATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.