Global Wealth Management provides financial planning and investment management services. Financial planning includes cash flow analysis, debt management, risk management, education funding, retirement planning, and estate planning. Investment management focuses on achieving long-term goals while managing risk, making investment decisions based on client information and objectives.
Assets Under Management$5M
Clients6
Advisors1
Avg. per Client$840K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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