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Glen Sjoberg

Global View Capital Management LLC
17 Years of Experience
Pleasant Grove, UT
1 DisclosureSells Insurance
View SEC Summary
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Glen Sjoberg is a registered investment advisor at Global View Capital Management LLC, based in Pleasant Grove, UT, with 17 years of industry experience. Glen 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.

Global View Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 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

233 South Pleasant Grove Boulevard, Suite 102, Pleasant Grove, UT, 84062

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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.
Customer Dispute
May 2025
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Glen is an executive officer for the Utah Oracle Users Group, an independent contractor for Global View Capital Advisors, LLC, and an insurance agent for both Global View Capital Insurance Services, LLC and Experior Financial Group, Inc. He also serves as a precinct chair for the Republican Party.

Employment History
Current Registrations
Global View Capital Management LLC
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
The Strategic Financial Alliance
November 2010 - December 2013 · 3 yrs 1 mo
Investment Advisors International, INC.
October 2008 - November 2010 · 2 yrs 1 mo
State Registrations1 state
UT
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.
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