Global Portfolio Services offers personalized investment and financial advisory services for individuals, families, trusts, and businesses. Founded in 2017 and based in Michigan, Global Portfolio Services helps clients manage their wealth through continuous portfolio management, asset allocation strategies, and financial planning. Clients can choose between having Global Portfolio Services manage their investments directly or utilizing third-party managers and model portfolios. The firm's advisory approach covers a wide range of needs, including retirement preparation, cash flow analysis, tax-aware strategies, estate planning, and insurance reviews. Global Portfolio Services tailors its services to match each client's specific risk tolerance, financial goals, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees are negotiable based on individual client circumstances. Family household accounts may be combined to reach lower fee breakpoints.