BZ
BZ

Benjamin Zamojski

8 Years of Experience
BrokerSells Insurance

Benjamin Zamojski is a registered investment advisor at Global Assets Advisory, LLC, based in Merrillville, IN, with 8 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,376 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
29 advisors
Number of Clients
1,376 clients
Average Client Portfolio
$246K average
Assets Under Management
$338.1M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)

GAA's investment advisory fees are based on a percentage of the value of your portfolio, up to 3.00% annually. The exact fee is negotiated between you and your advisor. The fee may be paid monthly or quarterly, in advance or after services are provided. In addition to GAA's fee, you may pay transaction fees and internal management fees on mutual funds and exchange-traded funds.

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Location

200 East 80th Place, #200, Merrillville, IN, 46410

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Benjamin is a registered administrator for Global Assets Advisory, LLC and Laszlo Rigsby Advisory Services, dedicating nearly full-time hours to each. He is also an independent health/life insurance agent, spending about 10-20% of his time on this activity, and donates plasma for minimal compensation.

Employment History
Current Registrations
Global Assets Advisory, LLC
September 2020 - Present · 5 yrs 7 mos
International Assets Advisory, LLCBroker
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Grace Capital Management, LLC
March 2020 - October 2020 · 7 mos
Triad Advisors LLCBroker
April 2019 - July 2020 · 1 yr 3 mos
W&s Brokerage Services, INC.Broker
March 2017 - June 2018 · 1 yr 3 mos
State Registrations2 states
ILIN
AdvisorBrokerBoth

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.