Arnoldo Garza
Arnoldo Garza is a registered investment advisor at Global View Capital Management LLC, based in Schaumburg, IL, with 15 years of industry experience. Arnoldo 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
10 N. Martingale Road, Suite 400, Schaumburg, IL, 60173
Get directionsHistory
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
Arnoldo works full-time as an Engineering Manager at Navistar, Inc. Arnoldo is also an insurance agent for Global View Capital Insurance Services, LLC and Experior Financial Group, Inc., and an independent contractor for Global View Capital Advisors, LLC, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
The Strategic Financial Alliance
Investment Advisors International, INC.
State Registrations2 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.
Exams
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