Global Financial Planning Group provides wealth and estate management services to individuals, families, and businesses. They offer financial planning, investment portfolio management, and consulting services. Investment strategies are tailored to each client's individual needs and objectives. They also offer a wrap fee program. They may refer clients to third-party providers for 401k plans and share in the fees.
Assets Under Management$140M
Clients235
Advisors2
Avg. per Client$580K
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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