Global Opportune Investments (goi) offers investment advice to individuals, high net worth individuals, families, trusts, and businesses. goi creates customized investment strategies based on your goals, risk tolerance, and financial situation. goi manages investments in public equities, ETFs, fixed income, cash equivalents, private equity funds, options, and hedge funds. goi also offers financial planning services, including estate planning, and can coordinate with your other professionals for tax and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees listed are for the Aggressive Growth (AG/90) investment objective. Other investment objectives have different fee schedules. Fees do not include custodian, trading costs, and technology fees. Fees do not include third-party money manager or other platform fees.