Jeffery Forrestall
Jeffery Forrestall is a registered investment advisor at Global Assets Advisory, LLC, based in Sugar Hill, GA, with 5 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,588 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are charged at an annual rate up to 3.00% depending on the size of the relationship, transaction fee arrangements, and service complexity. Fees are negotiated between the client and the advisor.
Fee Estimator
Location
4988 W Broad Street, Sugar Hill, GA, 30518
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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
Jeffery is an advisor with International Assets Investment Management LLC and Global Assets Advisory, LLC, dedicating nearly full-time hours to these roles. He is also the President/Managing Partner of Forrestall CPA's, LLC, a CPA firm, which also takes up more than full-time hours.
Employment History
Current Registrations
Global Assets Advisory, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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