James May is a registered investment advisor at Global Investment Advisory, based in Mcdonough, GA, with 33 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 182 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
1600 Pennsylvania Ave., Mcdonough, GA, 30253
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Global Investment Advisory
Cape Investment Advisory, INC.
American Global Wealth Management, INC.Broker
Previous Registrations
Terra Wealth
PFS Investments INC.Broker
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.Broker
PFS Investments INC.Broker
Robert Thomas Securities, INCBroker
Raymond James & Associates, INC.Broker
State Registrations4 states
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
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