Annette Marshall is a registered investment advisor at Globalt Investments, based in Atlanta, GA, with 16 years of industry experience. Annette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,521 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Globalt Investments charges a percentage of your portfolio's value annually for investment management. The specific rate depends on the investment strategy and the amount you invest. Fees are negotiable and may vary by client, investment type, account size, and platform.
Equity Strategies:
- Between $0 - $1 million: 1.00%
- Between $1,000,001 - $5 million: 0.70%
- Between $5,000,001 - $10 million: 0.60%
- Between $10,000,001 - $50 million: 0.40%
- Between $50,000,001 - $100 million: 0.30%
- Above $100 million: 0.25%
Fixed Income Strategies:
- Between $1 million - $2.5 million: 0.50%
- Between $2,500,001 - $5 million: 0.40%
- Between $5,000,001 - $10 million: 0.35%
- Between $10,000,001 - $20 million: 0.30%
- Between $20,000,001 - $30 million: 0.25%
- Between $30,000,001 - $40 million: 0.20%
- Above $40 million: Negotiable
innovatETF Strategies®:
- Between $0 - $1 million: 1.10%
- Between $1,000,001 - $2 million: 1.00%
- Between $2,000,001 - $5 million: 0.75%
- Between $5,000,001 - $10 million: 0.50%
- Above $10 million: Negotiable
Location
3200 Windy Hill Road, Se, Suite 1550E, Atlanta, GA, 30339
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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
Annette is a co-owner of UFAB Moms LLC, a business with patented retail products, and an independent travel agent. She also volunteers as an assistant financial secretary for Jack and Jill of America and participates in community service with the Atlanta Suburban Alumnae Chapter of Delta Sigma Theta, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Globalt Investments
Previous Registrations
Globalt Investments
Triad Advisors, LLC
Herndon Capital Management, LLC
State Registrations1 state
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