MG
MG

Mike Greiner

24 Years of Experience
Irving, TX
1 DisclosureSells Insurance

Mike Greiner is a registered investment advisor at Global View Capital Management LLC, based in Irving, TX, with 24 years of industry experience. Mike 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
Loading...

Location

511 East John Carpenter Freeway, Suite 500, Irving, TX, 75062

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 1994
Final Disposition
Other Business ActivitiesSells Insurance

Mike is an owner and insurance agent for Texas Elite Benefits, and an insurance agent for Experior Financial Group, selling life insurance and annuities. He also works as an independent contractor for Global View Capital Advisors, marketing insurance and advisory services, and markets debt relief strategies for United Financial Freedom.

Employment History
Current Registrations
Global View Capital Management LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
American Elite Advisory
October 2019 - November 2023 · 4 yrs 1 mo
Virtue Capital Management, LLC
August 2017 - September 2019 · 2 yrs 1 mo
Transamerica Financial Advisors, INCBroker
January 2012 - August 2017 · 5 yrs 7 mos
Transamerica Financial Advisors, INC.
January 2012 - August 2017 · 5 yrs 7 mos
Investment Advisors International, INC.
April 2009 - January 2012 · 2 yrs 9 mos
World Group Securities, INC.Broker
April 2002 - January 2012 · 9 yrs 9 mos
Wma Securities, INC.Broker
April 2001 - April 2002 · 1 yr
State Registrations1 state
TX
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.