Global Advisors provides investment management services on a discretionary or non-discretionary basis. They also offer financial planning services, including full financial plans, consultation services, and ongoing financial planning. Global Advisors works with individuals, high net worth individuals, and pension and profit sharing plans.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
Annual fee is negotiable based upon certain criteria.