JT
JT

Jimmy Talbot

12 Years of Experience
Toronto, Ontario

Jimmy Talbot is a registered investment advisor at Global Autotrading, based in Toronto, Ontario, with 12 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 113 clients with $7.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
113 clients
Average Client Portfolio
$65K average
Assets Under Management
$7.3M

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)

Global AutoTrading charges a monthly fee based on the number of newsletters being followed and the account's net liquidity if it's over $100,000. One newsletter costs $70 per month, a second is $30 more, and each additional newsletter is $10 per month. For accounts over $100,000, the fee is multiplied by a scaling factor based on the account's size. For example, an account with $150,000 following one newsletter would pay $105 per month ($70 x 1.5).

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Location

Toronto, Ontario

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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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Employment History
Current Registrations
Global Autotrading
May 2013 - Present · 13 yrs
Previous Registrations
Gravitas Wealth Advisors, LLC
March 2018 - February 2022 · 3 yrs 11 mos
State Registrations1 state
TX
Advisor

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.