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Christina Lopes-Serrao

Global View Capital Management LLC
4 Years of Experience
Wausau, WI
Sells Insurance
View SEC Summary
View SEC Summary

Christina Lopes-Serrao is a registered investment advisor at Global View Capital Management LLC, based in Wausau, WI, with 4 years of industry experience. Christina 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

207 Grand Avenue, Wausau, WI, 54403

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christina works as an executive assistant for Reiersen Financial, LLC, dedicating nearly full-time hours. She also works as an independent contractor and insurance agent for Global View Capital companies and Experior Financial Group, spending a few hours per week marketing and selling insurance and advisory services, including life insurance, annuities, long-term care, and disability insurance.

Employment History
Current Registrations
Global View Capital Management LLC
April 2022 - Present · 4 yrs 6 mos
State Registrations1 state
WI
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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