Giani Kurniawan is a registered investment advisor at Global Insight Advisors, based in San Francisco, CA, with 1 years of industry experience. Giani 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 46 clients with $38M 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 | 1.95% |
| $500K - $1.0M | 1.85% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.65% |
| $2.0M - $3.0M | 1.55% |
| $3.0M - $5.0M | 1.40% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.10% |
| $10.0M - $15.0M | 0.95% |
| $15.0M - $25.0M | 0.80% |
| $25M+ | 0.65% |
Rates shown are for individual equity portfolios. Global Insight Advisors also offers Equity ETF and Corporate Bond portfolios (ranging from 0.80% to 0.20%) and Fixed Income ETF portfolios (ranging from 0.50% to 0.10%). Fees are negotiable.
Fee Estimator
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Global Insight Advisors
Global Key Advisors
State Registrations3 states
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Exams
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