Global View Investment Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Global View Investment Advisors offers wealth management and consultation services. They manage investments on a discretionary and non-discretionary basis, using equities, mutual funds, bonds, and other instruments. They help clients with investment policy statements, asset allocation, fund selection, performance review, and retirement planning. Client objectives are identified by assessing risk tolerance. Strategies are developed and implemented using mutual funds or other investments, and portfolios are adjusted as needed.

Assets Under Management$550M
Clients585
Advisors4
Avg. per Client$950K
Avg. per Advisor$140M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The amount of the fee is negotiated on a case-by-case basis with the client.

Fee Estimator
Your Portfolio Value
$500K
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Location

4 Advisors at this firm