Thomas Heierli is a registered investment advisor at Global Wealth Management, L.C., based in St. Gallen, with 16 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum quarterly fee of 0.3% of total assets under management, which may be lowered at GWM's discretion.
Fee Estimator
Location
Schmiedgasse 28, 1st Floor, St. Gallen, 9004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a managing partner at Wealth Management Group AG, an investment advisory and portfolio management firm for non-US persons, since 1996. He is a partner on the investment committee and an investment advisor, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Global Wealth Management, L.C.
State Registrations2 states
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