Edith Lynch is a registered investment advisor at Global Assets Advisory, LLC, based in Orlando, FL, with 23 years of industry experience. Edith 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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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.
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Current Registrations
Global Assets Advisory, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Elevation Advisory Partners LLC
Silver Oak Securities, IncorporatedBroker
Cetera Advisor Networks LLCBroker
First Allied Securities, INC.Broker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
Girard Securities, INC.Broker
Legend Equities CorporationBroker
Investors Capital CORP.Broker
Vsr Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Gunnallen Financial, INCBroker
Investacorp, INC.Broker
First Union Securities, INC.Broker
State Registrations1 state
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.