Aldeen Robinson is a registered investment advisor at Global Investment Advisory, based in Mcdonough, GA, with 21 years of industry experience. Aldeen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 57 clients with $21M 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 →Other Business Activities
Aldeen is an APR Associate, onboarding new prospects and managing accounts, spending about 10-20% of his time, but none during trading hours. He is also the president of Wyngate POA, a homeowner's association, dedicating about a quarter of his time, some of which occurs during securities trading hours.
Employment History
Current Registrations
Global Investment Advisory
Cape Investment Advisory, INC.
Cape Securities INC.Broker
American Global Wealth Management, INC.Broker
Previous Registrations
Investacorp Advisory Services INC
Investacorp, INC.Broker
Triad Advisors, LLC
Triad Advisors LLCBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Bishop, Rosen & CO., INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Capital Markets, INC.Broker
Bishop, Rosen & CO., 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.