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Timothy Rigsby

15 Years of Experience
Merrillville, IN
1 DisclosureBroker

Timothy Rigsby is a registered investment advisor at Global Assets Advisory, LLC, based in Merrillville, IN, with 15 years of industry experience. Timothy 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

Merrillville, IN

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2020
Other Business Activities

Timothy is an investment advisor at Global Assets Advisory, LLC, and owner of Laszlo Rigsby Advisory Services (a marketing firm) and Laszlo Rigsby Financial Services, Inc. (tax and accounting services), each taking nearly full-time. He also works as a real estate agent with The Sokol Group, dedicating minimal time.

Employment History
Current Registrations
International Assets Advisory, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Global Assets Advisory, LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Grace Capital Management, LLC
March 2017 - October 2020 · 3 yrs 7 mos
Triad Advisors LLCBroker
December 2012 - July 2020 · 7 yrs 7 mos
Triad Advisors, INC.
December 2012 - September 2017 · 4 yrs 9 mos
Ing Financial Partners, INC
August 2010 - December 2012 · 2 yrs 4 mos
Ing Financial Partners, INC.Broker
August 2010 - December 2012 · 2 yrs 4 mos
New England SecuritiesBroker
May 2010 - August 2010 · 3 mos
State Registrations2 states
ILIN
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.