Assets Under Management
$440.5M
Number of Clients
303
Number of Advisors
6
Average Client AUM
$1.5M
AUM per Advisor
$73.4M
Compensation
Fee-Only (AUM)
Global Trust Asset Management provides investment management, tax planning, estate planning, and retirement planning for individuals, corporations, trusts, and other entities. The firm is fee-only, aligning client interests with its own. They manage portfolios based on client goals, objectives, and risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees and account minimums are negotiable.
11300 U.S. Highway 1, Suite 600, Palm Beach Gardens, FL, 33408