MF
MF

Michael Frustaci

16 Years of Experience
Orlando, FL
BrokerSells Insurance

Michael Frustaci is a registered investment advisor at Global Assets Advisory, LLC, based in Orlando, FL, with 16 years of industry experience. Michael 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

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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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

Michael is an investment advisor representative for International Assets Investment Management, LLC (full-time) and Global Assets Advisory, LLC (a few hours per week). He is also an insurance agent (minimal time) and a managing member of Palladium Wealth Advisors, LLC (minimal time).

Employment History
Current Registrations
Global Assets Advisory, LLC
May 2019 - Present · 7 yrs
International Assets Investment Management, LLC
July 2017 - Present · 8 yrs 10 mos
International Assets Advisory, LLCBroker
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Pershing LLCBroker
May 2009 - January 2015 · 5 yrs 8 mos
State Registrations9 states
FLGAILMONCOHTXVAWV
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.
Michael Frustaci - Financial Advisor | TrueAdvisor