Global Investment Solutions offers asset management services, requiring clients to participate in discretionary asset management. They determine investment goals, risk tolerance, and objectives to create investment strategies. Global also provides ongoing consulting services, including portfolio, economic, and retirement income planning. Additionally, Global licenses investment strategy signals to other registered investment advisors.
Fee Structure
Global Investment Solutions manages your investments for a percentage of the value of your portfolio, not exceeding 2.0% annually. This fee is negotiable and billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Accounts within the same household may be combined for a reduced fee. Clients can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.