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CFP
PG
CFP

Peter Garelick

Global Financial Advisory Services, INC.
16 Years of Experience
Sherman Oaks, CA
View SEC Summary
View SEC Summary

Peter Garelick is a CFP-designated registered investment advisor at Global Financial Advisory Services, INC., based in Sherman Oaks, CA, with 16 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 296 clients with $260M in assets under management.

Global Financial Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
296 clients
Average Client Portfolio
$876K average
Assets Under Management
$259.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1.0M - $2.0M0.60%
$2M+0.40%

Schedule reflects standard Focus Partners Advisor Solutions and American Funds programs. Betterment program uses a different tier structure (0.75% down to 0.15%) plus a 0.25% platform fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

15260 Ventura Blvd., Suite 1750, Sherman Oaks, CA, 91403

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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 Financial Advisory Services, INC.
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Western International Securities
August 2017 - January 2018 · 5 mos
Western International Securities, INC.Broker
August 2017 - January 2018 · 5 mos
Financial West GroupBroker
January 2015 - August 2017 · 2 yrs 7 mos
Financial West Group
January 2015 - August 2017 · 2 yrs 7 mos
LPL Financial LLC
May 2012 - August 2014 · 2 yrs 3 mos
LPL Financial LLCBroker
May 2012 - August 2014 · 2 yrs 3 mos
H.D. Vest Investment ServicesBroker
July 2011 - May 2012 · 10 mos
Metlife Securities INC.Broker
July 2009 - January 2011 · 1 yr 6 mos
State Registrations1 state
CA
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.
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