Assets Under Management
$21.5M
Number of Clients
57
Number of Advisors
7
Average Client AUM
$377K
AUM per Advisor
$3.1M
Compensation
Fee-Only (AUM)
Global Investment Advisory provides fee-based investment advisory services, practicing custom management of portfolios on a discretionary basis. They use a tactical allocation strategy aimed at reducing risk and increasing performance, utilizing various securities and funds. They also offer TAMP services to other financial advisors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiated.
1600 Pennsylvania Avenue, Mcdonough, GA, 30253