Global Trust Wealth Management (GTWM) offers investment management and financial planning services. GTWM manages investments based on your goals, risk tolerance, and financial situation. GTWM also provides retirement plan consulting services to employer plan sponsors. GTWM is a fee-only firm, meaning it does not receive commissions for selling financial products.
Assets Under Management$210M
Clients91
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
GTWM charges a fee based on the value of your portfolio. The maximum fee is 1.25% per year. The specific fee and minimum account size are negotiable based on factors like your potential future earnings, the amount you invest, and related accounts.
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