GlobeFlex Capital manages equity portfolios for institutions and private funds, focusing on U.S. and international markets. GlobeFlex uses a systematic approach to maximize returns based on each client's risk profile. GlobeFlex's investment process involves analyzing company fundamentals, integrating environmental, social, and governance (ESG) metrics, and tailoring portfolios to meet specific client objectives.
Assets Under Management$4.6B
Clients25
Advisors1
Avg. per Client$180M
Avg. per Advisor$4.6B
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.75% |
| $50.0M - $100.0M | 0.70% |
| $100M+ | 0.65% |
This is the fee schedule for ACWI ex-U.S. Equity and International All Cap Equity. Other strategies have different fee schedules. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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