Global Diversified Investments (GDI) provides investment management and financial planning services. GDI offers clients the opportunity to invest in a globally diversified portfolio using a time-tested asset allocation and risk management approach. GDI tailors its asset allocation to address the individual needs of the client, which are based upon the client’s overall financial goals. GDI also offers pension asset management consulting services and guidance on selecting other advisors.
Assets Under Management$1.1M
Clients12
Advisors1
Avg. per Client$96K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees may be negotiable for accounts over $5,000,000. Includes both management and operating expense fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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