Globalt Investments offers investment management through separately managed accounts, wrap fee programs, and model portfolio provider platforms. Globalt manages investments based on client-selected strategies, subject to client restrictions. Globalt uses quantitative, technical, and fundamental analysis to make investment decisions. They invest in equities, fixed income, and exchange-traded funds (ETFs).
Assets Under Management$2.8B
Clients3,521
Advisors12
Avg. per Client$800K
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
Globalt Investments charges a percentage of your portfolio's value annually for investment management. The specific rate depends on the investment strategy and the amount you invest. Fees are negotiable and may vary by client, investment type, account size, and platform.
Equity Strategies:
- Between $0 - $1 million: 1.00%
- Between $1,000,001 - $5 million: 0.70%
- Between $5,000,001 - $10 million: 0.60%
- Between $10,000,001 - $50 million: 0.40%
- Between $50,000,001 - $100 million: 0.30%
- Above $100 million: 0.25%
Fixed Income Strategies:
- Between $1 million - $2.5 million: 0.50%
- Between $2,500,001 - $5 million: 0.40%
- Between $5,000,001 - $10 million: 0.35%
- Between $10,000,001 - $20 million: 0.30%
- Between $20,000,001 - $30 million: 0.25%
- Between $30,000,001 - $40 million: 0.20%
- Above $40 million: Negotiable
innovatETF Strategies®:
- Between $0 - $1 million: 1.10%
- Between $1,000,001 - $2 million: 1.00%
- Between $2,000,001 - $5 million: 0.75%
- Between $5,000,001 - $10 million: 0.50%
- Above $10 million: Negotiable
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