Global Value Investment Corporation (GVIC) provides investment advice and manages portfolios for individuals and other clients. GVIC's services include developing investment strategies based on your financial situation and goals. GVIC offers investment management services as a wrap fee program or non-wrap fee program. GVIC also offers sub-advisory services and third-party advisory services to registered investment advisors.
Assets Under Management$190M
Clients142
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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