GA Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
GA Advisors LLC provides investment advice and discretionary portfolio management to individual clients, offering guidance on global equity and fixed income markets as well as on retirement accounts, 529 plans, annuities and related banking or lending matters for informational purposes. The firm describes its services as personalized to each client’s financial goals, risk tolerance and a written Statement of Investment Policy that becomes part of the advisory contract.
The firm’s investment process is built around an asset-allocation model that is adjusted within agreed ranges for prevailing market conditions, and it employs both fundamental and technical analysis. Portfolios are typically implemented with mutual funds and ETFs, with individual securities purchased only in extraordinary situations, and the adviser also trades options and other market instruments as part of its market activities.
Compared with many solo independent advisers, GA Advisors notes a regular program of paid external research, a stated policy of weekly account monitoring and quarterly client reporting, and the use of a single broker-dealer (Interactive Brokers) for all client transactions. The firm also reports no industry affiliations or custody of client funds and positions itself as a small, recently formed practice operating under a discretionary agreement documented by an Exhibit B investment policy.
Client services
Expertise
Fee options
$0 - $199,999: 1.25% (with $1,500 minimum fee) $200,000 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.75%
Account minimum: $100,000 Minimum fee: $1,500 minimum annual fee Fee-only: Fees are based solely on assets under management; no commissions or performance fees currently charged.
Main office
Bridgewater NJ
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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