Roger Edwards
Roger Edwards is a CFP-designated registered investment advisor at Global View Capital Management LLC, based in Gilbert, AZ, with 18 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.
Fee Estimator
Location
Gilbert, AZ
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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 ActivitiesSells Insurance
Roger is an independent contractor for Global View Capital Advisors, a marketing firm for insurance and advisory services, dedicating nearly full-time hours to this role. He is also an insurance agent for Global View Capital Insurance Services, spending about 10-20% of his time marketing and selling fixed insurance products, including life, long-term care, and disability insurance. Roger is also a member of the Financial Planning Association of Greater Phoenix and a facilities worker at Sun Valley Community Church.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Global View Capital Management, LTD
The Strategic Financial Alliance
Investment Advisors International, INC.
State Registrations1 state
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
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