Richard Cervisi is a registered investment advisor at Global Investment Solutions, LLC, based in Aliso Viejo, CA, with 6 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 89 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Global Investment Solutions manages your investments for a percentage of the value of your portfolio, not exceeding 2.0% annually. This fee is negotiable and billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Accounts within the same household may be combined for a reduced fee. Clients can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Location
Aliso Viejo, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Global Investment Solutions, LLC
State Registrations1 state
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