Global Assets Advisory (GAA) offers investment advice and financial planning to individuals, high net worth individuals, and businesses. GAA's services are delivered through a network of independent investment advisor representatives (IARs) who customize investment strategies based on client goals and risk tolerance. GAA may recommend third-party asset managers. GAA does not take custody of client funds.
Fee Structure
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.