Global Advisers offers financial planning and investment management services. Financial planning focuses on overall financial goals, while investment management involves ongoing supervision of client accounts, including stocks, bonds, and ETFs. Asset management also provides continuous supervision but focuses on mutual funds, fixed income, and ETFs. Global Advisers manages accounts on a discretionary basis, meaning they make trades without prior client approval.
Assets Under Management$11M
Clients36
Advisors1
Avg. per Client$310K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
These rates apply to equity or balanced accounts. For fixed income accounts: First $10 million is 0.35%, next $10 million is 0.25%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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