Global Financial Advisors I, LP, based in Lewisville, Texas, offers personalized investment advice through portfolio management services. They tailor investment strategies to meet individual client needs, considering investment objectives and risk tolerance. They require discretionary authority to manage accounts, allowing them to make investment decisions without prior client approval. Financial planning services are no longer offered.
Assets Under Management$35M
Clients40
Advisors1
Avg. per Client$870K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee ranges from 0.15% to 0.50% depending on the balance and complexity of the portfolio. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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