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Jimmy Talbot

Advisor at Global Autotrading

Updated today

Credentials

None found

Experience

13 years

Location

Remote

Global Autotrading logo

Global Autotrading

Independent

Total advisors

1

Clients per advisor

105 Very High

Avg AUM per client

$61,423 Very Low

HNW client ratio

0% Low

About

Jimmy Talbot is a financial advisor with 13 years of industry experience. He is the sole advisor at Global AutoTrading, where he has worked since 2007. Prior to that, he spent six years at Gravitas Wealth Advisors, LLC. Global AutoTrading offers a monthly-fee automated trading service that places orders in client brokerage accounts based on third-party investment newsletter signals. The firm serves individuals, trusts, and corporate accounts, using a discretionary model to execute trades in equities and options aligned with clients’ risk profiles.

Client services

Based on Global Autotrading

Autotrading

Expertise

Based on Global Autotrading

Options & derivatives strategies Active portfolio management

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Fee options

Percentage

$0 - $100,000: $70 for first newsletter; $30 for second; $10 for each additional newsletter per month $100,001+: Monthly fee above multiplied by account size divided by $100,000 (scaling factor)

Subscriptions

Monthly subscription fees: $70 for first newsletter, $30 for second, $10 for each additional newsletter, scaled by account size if over $100,000

Other

Account minimum: $2,000 for margin accounts at brokers like Interactive Brokers and tradier; no minimum for cash accounts Minimum fee: Monthly fees start at $70 per newsletter for accounts up to $100,000, scaled by account size above $100,000 Fee-only: Monthly fixed subscription fees based on newsletter count and account size; no AUM percentage fee

Most active in

Texas

Work history

13 years of industry experience

Gravitas Wealth Advisors, LLC

2018 - 2022 • 4 years

Toronto

Gravitas Wealth Advisors, LLC

2016 - 2018 • 2 years

Toronto

Global Autotrading

2007 - Present • 19 years

Toronto

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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