Jose Montalvo
Jose Montalvo is a registered investment advisor at Global View Capital Management LLC, based in Ruskin, FL, with 13 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
Ruskin, FL
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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
Jose works as an independent contractor for Global View Capital Advisors, LLC, a marketing firm for insurance and advisory services, dedicating about half his time to this role. He also works as an insurance agent for Global View Capital Insurance Services, LLC and Experior Financial Group, Inc., selling various insurance products and fixed annuities, spending about 10-20% of his time on each of these roles.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Transamerica Financial Advisors, INCBroker
State Registrations2 states
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