Peter Mauthe is a registered investment advisor at Global Investment Solutions, LLC, based in Aliso Viejo, CA, with 20 years of industry experience. Peter 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
Previous Registrations
Flexible Plan Investments LTD
Millennium Wave Investments
Rhoads Lucca Capital Partners, L.P.
Rhoads Lucca Capital Management, INC.
State Registrations1 state
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.