Global Wealth offers portfolio management services based on individual client goals and risk tolerance. They create investment policies and select assets accordingly. Global Wealth also provides financial planning services covering investment planning, tax concerns, retirement planning, college planning, life insurance, and debt/credit planning. They require discretionary authority for managed accounts but also offer non-discretionary portfolio management.
Assets Under Management$15M
Clients41
Advisors1
Avg. per Client$360K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Clients can combine multiple household accounts to receive a lower tiered schedule fee. Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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