William Leftwich is a registered investment advisor at Globalt Investments, based in Atlanta, GA, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,521 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Globalt Investments charges a percentage of your portfolio's value annually for investment management. The specific rate depends on the investment strategy and the amount you invest. Fees are negotiable and may vary by client, investment type, account size, and platform.
Equity Strategies:
- Between $0 - $1 million: 1.00%
- Between $1,000,001 - $5 million: 0.70%
- Between $5,000,001 - $10 million: 0.60%
- Between $10,000,001 - $50 million: 0.40%
- Between $50,000,001 - $100 million: 0.30%
- Above $100 million: 0.25%
Fixed Income Strategies:
- Between $1 million - $2.5 million: 0.50%
- Between $2,500,001 - $5 million: 0.40%
- Between $5,000,001 - $10 million: 0.35%
- Between $10,000,001 - $20 million: 0.30%
- Between $20,000,001 - $30 million: 0.25%
- Between $30,000,001 - $40 million: 0.20%
- Above $40 million: Negotiable
innovatETF Strategies®:
- Between $0 - $1 million: 1.10%
- Between $1,000,001 - $2 million: 1.00%
- Between $2,000,001 - $5 million: 0.75%
- Between $5,000,001 - $10 million: 0.50%
- Above $10 million: Negotiable
Location
3200 Windy Hill Road, Se, Suite 1550E, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Globalt Investments
Previous Registrations
Globalt Investments
Globalt INC
State Registrations1 state
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