Globalink Wealth Management provides personalized investment management and financial planning services to individuals, families, and businesses. Globalink Wealth Management offers both discretionary and non-discretionary portfolio management, helping clients build and monitor their investment portfolios. In addition to managing investments, Globalink Wealth Management provides financial planning services covering portfolio analysis, risk tolerance evaluation, and goal planning, available on an hourly or fixed-fee basis. The firm tailors its services to each client's specific objectives and can also facilitate access to third-party investment managers. Globalink Wealth Management is a wholly owned subsidiary of a registered broker-dealer and emphasizes a personalized approach with no formal minimum investment requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable on a case-by-case basis. Total management fee for outside third-party advisors will not exceed 2%.