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Tracy Reierson

Global View Capital Management LLC
22 Years of Experience
Wausau, WI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Tracy Reierson is a registered investment advisor at Global View Capital Management LLC, based in Wausau, WI, with 22 years of industry experience. Tracy is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Global View Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
3,819 clients
Average Client Portfolio
$203K average
Assets Under Management
$775.2M

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

207 Grand Avenue, Wausau, WI, 54403

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History

Regulatory History (1)
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Regulatory
February 2012
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Tracy is a registered representative with Purshe Kaplan Sterling Investments and is involved with several other financial services companies, including Global View Capital Insurance Services and Experior Financial Group, Inc. Tracy also owns T&K Money Maven LLC, a real estate company, and O&E Financial Services.

Employment History
Current Registrations
Global View Capital Management LLC
June 2018 - Present · 8 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Principal Securities, INC.
February 2012 - July 2018 · 6 yrs 5 mos
Princor Financial Services Corporation
April 2006 - February 2012 · 5 yrs 10 mos
Principal Securities, INC.Broker
September 2004 - July 2018 · 13 yrs 10 mos
State Registrations7 states
AZFLGANCOKTXWI
AdvisorBrokerBoth

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.
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