Global Wealth Management manages investment portfolios and provides personalized financial planning for individuals, families, trusts, foundations, and retirement plans. Global Wealth Management helps clients define their financial objectives, risk tolerance, and time horizon to build customized portfolios primarily using exchange-traded funds, mutual funds, individual stocks and bonds, and structured notes. The firm integrates comprehensive financial planning covering income tax, cash flow, retirement, education funding, estate planning, and risk management into its investment management services at no additional cost. Global Wealth Management also offers specialized consulting services for businesses and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable depending on total assets and additional services provided.