Global Trends Investments (GTI) offers ongoing investment management, asset allocation, and investment selection to individuals, trusts, estates, charities, retirement plans, and businesses. GTI primarily uses exchange-traded funds (ETFs) in client portfolios, but isn't limited to them. GTI tailors its services to each client's needs and continuously monitors and adjusts portfolios as needed.
Assets Under Management$48M
Clients26
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fees may be rounded to the nearest dollar and are negotiable at GTI’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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