B. A. Global Capital is a vertically partnered fee-based registered investment advisory firm based in the tri-state area, but we service clients virtually nationwide.
As a vertically partnered advisory company, B. A. Global Capital leverages a combination of financial technology companies as well as vetted industry professionals (CPAs, Estate Planning Attorneys, Insurance, Residential and Commercial Real Estate Experts, Bankers, CFPs) to deliver a full-service wealth management offering to the client.
Our clear and transparent fee structure as an Independent Registered Investment Advisor is designed to save time and keeps our interests fully aligned with those of our clients by removing many of the conflicts of interest found within the traditional brokerage firm model.
As a Fiduciary, we do not sell any products, nor do we receive any sales commissions for products we recommend and select for client portfolios. We have no financial incentive to sell products.
OUR COMMITMENT TO OUR CLIENTS
We'll start with what’s most important to you—from goals that can include education or retirement, to a major purchase like a home.
We provide investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance.
We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.
At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.