Global Investment Advisory offers custom investment management on a discretionary basis, using a tactical allocation strategy. They may use various securities and funds to achieve client objectives. Global Investment Advisory also provides Turnkey Asset Management Program (TAMP) services to other financial advisory firms, acting as a sub-advisor. They tailor their services to individual client needs and restrictions.
Assets Under Management$72M
Clients182
Advisors8
Avg. per Client$390K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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