Global View Capital Management is a registered investment advisor founded in 2011 and based in Waukesha, Wisconsin. The firm manages investment portfolios and offers personalized financial planning for individuals, high-net-worth clients, trusts, and businesses. Global View Capital Management utilizes technical and quantitative analysis, momentum-based strategies, and algorithmic signals to manage model portfolios across various investment programs. Services include discretionary portfolio management, personalized managed accounts, low-cost exchange-traded fund programs, retirement plan account management, and financial planning covering areas such as retirement, education, and estate planning. The firm also acts as a sub-advisor to other investment platforms and offers access to third-party asset managers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.