Global Financial Advisory Services offers investment management services, often recommending exchange-traded funds and mutual funds. Global also refers clients to third-party investment advisors like City National Rochdale and Betterment. Global assists clients in developing an asset allocation strategy and monitors the performance of third-party advisors. Global also provides financial consulting services on an hourly basis.
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% |
Fee schedule is for investment management clients invested in conjunction with Focus Partners Advisor Solutions, LLC and American Funds. This fee schedule is negotiable. For fixed income sub-advisory services, clients will pay an additional sub-advisory/sponsor fee to FPAS typically ranging up to 0.15%, depending on the size of the account.