Global Vantage Wealth Management provides personalized investment management and financial planning services to individuals and high-net-worth families. The firm helps clients build tailored investment portfolios using passive investment strategies and fundamental analysis. In addition to managing investments, Global Vantage Wealth Management offers comprehensive financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, insurance review, tax strategies, and cross-border financial issues. Clients can work with the firm starting at a minimum household account size of $100,000.
Assets Under Management$75M
Clients32
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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