Global Vision Financial Services provides investment management services based on modern portfolio theory, aiming for long-term, risk-adjusted returns after taxes and fees. Services are tailored to individual client needs, determined through an initial interview and questionnaire. The firm also offers financial planning services covering investments, insurance, taxes, and estate considerations, as well as accounting services and business consultations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $999K | 0.50% |
| $999K+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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