Global Investment Company offers both non-discretionary and discretionary portfolio management services tailored to clients' needs and investment objectives. They may invest client assets in model portfolios developed by an unaffiliated investment manager. They also offer financial planning and consulting services to help clients manage their financial resources and achieve their financial goals. Global Investment Company may recommend third-party money managers.
Assets Under Management$15M
Clients88
Advisors1
Avg. per Client$170K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for amounts over $10,000,000. At their discretion, Global Investment Company may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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