Global Wealth Partners offers investment management services to individuals, high-net-worth individuals, and businesses. For non-accredited clients, there's a $50,000 minimum initial investment. Accredited clients can participate in a more complex investment program involving options, which includes performance-based fees. Global Wealth Partners focuses on preserving capital and generating income, while managing risks associated with options. They primarily invest in mutual funds, stocks, bonds, ETFs, and government securities.
Assets Under Management$150K
Clients2
Advisors2
Avg. per Client$75K
Avg. per Advisor$75K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee may be negotiable. For accredited clients, there is a 2% management fee plus a performance fee. In some states, a 5% hurdle rate and 50% performance structure may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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