Global Assets Advisory provides customized investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and businesses. The firm operates through a network of independent investment advisor representatives who help clients define their financial goals, risk tolerance, and time horizons to build personalized investment portfolios using mutual funds, exchange-traded funds, individual stocks, and fixed income securities. In addition to direct portfolio management, Global Assets Advisory offers financial planning, consulting, retirement plan advisory services, and access to third-party asset managers. The firm generally recommends that clients keep their accounts with Schwab Advisor Services or International Assets Advisory, an affiliated broker-dealer that clears transactions through RBC Correspondent Services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are charged at an annual rate up to 3.00% depending on the size of the relationship, transaction fee arrangements, and service complexity. Fees are negotiated between the client and the advisor.