Global Vision Financial Services provides investment management services based on modern portfolio theory, aiming for maximum long-term, risk-adjusted returns after taxes and fees. Services are tailored to individual client needs, determined through an initial interview and questionnaire. Clients receive quarterly reports and have direct access to the advisor. The firm also offers accounting services and business consultations separate from financial planning.
Assets Under Management$70M
Clients34
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $999K | 0.50% |
| $999K+ | 0.25% |
Minimum account size is $250,000, subject to a minimum annual fee of $1,250 (or 50 basis points).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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