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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The amount of the fee is negotiated on a case-by-case basis with the client.