First Global provides investment advice and portfolio management services on a discretionary basis to individuals and high net worth individuals. They also provide non-discretionary advice to the Investment Manager of pooled investment vehicles. First Global tailors its advisory services to clients' individual investment objectives, risk tolerance, and cash needs. They invest in stocks, fixed income, mutual funds, commodities and alternative assets and may use derivatives to hedge market exposure.
Fee Structure
First Global charges an annual advisory fee based on the value of your portfolio.
For non-qualified clients, the fee is 2.5% of the value of your portfolio. For qualified clients, the fee is 2.0% of the value of your portfolio, plus a performance-based profit allocation of up to 10% of annual net profits above a 9% hurdle rate. These fees are negotiable.