Global Financial Advisory Services, Inc. provides investment management, financial consulting, and retirement plan services to individuals, high-net-worth families, and businesses. Founded in 1997 and headquartered in Valencia, California, the registered investment advisor helps clients build customized long-term investment portfolios primarily using exchange-traded funds and institutional mutual funds. Rather than managing every trade directly in-house, Global Financial Advisory Services often partners with independent third-party asset managers, automated investment platforms, and specialized sub-advisors to execute investment strategies while maintaining overall client oversight. The firm also assists employer-sponsored retirement plans with investment selection and participant education. In addition to investment services, key personnel offer life insurance products and maintain affiliations with separate entities providing business management, tax preparation, and bookkeeping services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Schedule reflects standard Focus Partners Advisor Solutions and American Funds programs. Betterment program uses a different tier structure (0.75% down to 0.15%) plus a 0.25% platform fee. Fees are negotiable.