Global Trust Asset Management provides investment management and financial planning services to individuals, corporations, and trusts. As a fee-only firm, Global Trust aims to align its interests with those of its clients. Services include creating an investor profile, continuous asset management, and performance evaluation. For some clients, Global Trust uses options strategies to increase portfolio yield and mitigate volatility.
Assets Under Management$380M
Clients274
Advisors8
Avg. per Client$1.4M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees and account minimums are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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