Global Financial Private Client provides investment management on a discretionary or non-discretionary basis. Fees are based on a percentage of the value of your portfolio. They also offer financial planning and consulting services for a separate fee. They may recommend other professionals like attorneys or accountants, but you're not obligated to use them. The firm does not recommend or advocate for the purchase of Bitcoin, cryptocurrencies, or digital assets.
Assets Under Management$670M
Clients141
Advisors5
Avg. per Client$4.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable. Minimum account size of $2,000,000 may be reduced or waived at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...