MN
MN

Marcella Nemke

21 Years of Experience
Waukesha, WI
Sells Insurance

Marcella Nemke is a registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 21 years of industry experience. Marcella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,959 clients
Average Client Portfolio
$179K average
Assets Under Management
$708.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marcella is an insurance agent for Global View Capital Insurance Service, LLC and Experior Financial Group, Inc., focusing on life, long-term care, disability insurance, and annuities, dedicating a significant amount of time to these roles. She also serves on the finance council for St. Florian Catholic Church, spending about 10-20% of her time reviewing financial activities.

Employment History
Current Registrations
Global View Capital Management LLC
January 2014 - Present · 12 yrs 6 mos
Previous Registrations
The Strategic Financial Alliance
November 2010 - December 2013 · 3 yrs 1 mo
Investment Advisors International, INC.
July 2006 - November 2010 · 4 yrs 4 mos
Intersecurities, INC.
September 2004 - August 2006 · 1 yr 11 mos
State Registrations1 state
WI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Marcella Nemke - Financial Advisor | TrueAdvisor