Josh Schein is a registered investment advisor at Global Key Advisors, based in San Francisco, CA, with 28 years of industry experience. Josh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 48 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Global Key Management (GKA) offers investment management services where fees are a percentage of the value of your portfolio, ranging from 0.2% to 1.95% per year. The exact percentage depends on the size of your account and the type of assets. These fees include financial planning services. Fees are subject to negotiation.
Location
San Francisco, CA
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Regulatory History (1)
Customer Dispute
December 2006Other Business Activities
Josh is a general partner with an 8% stake in Global Key Energy Equipment Fund I, LP, buying and selling used natural gas compression equipment. He also has a 1% stake in Vertmex LLC, a real estate holding company for Mexico properties, but will resign soon, and is a member of the advisory board for Lifeboat Ventures, a for-profit venture studio focused on disaster mitigation.
Employment History
Current Registrations
Global Key Advisors
Previous Registrations
Morgan Stanley
Citigroup Global Markets INC.
State Registrations4 states
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.