Global Brokerage Services offers a variety of managed account programs designed to help clients meet their investment goals. The firm provides investment management services on a non-discretionary basis through programs like Partner-Adviser as Portfolio Manager, Premier Advisors Separately Managed Accounts, and Unified Managed Accounts. Global Brokerage Services works with clients to determine their risk tolerance and financial objectives, recommending tailored asset allocation models and investment strategies. The firm's services include portfolio management, periodic reporting, and trade execution through its clearing firm and custodian, Hilltop Securities. In addition to investment management, representatives of Global Brokerage Services may also offer securities and insurance products in their capacity as registered representatives and licensed insurance agents.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable and vary by program. The schedule shown is for individual securities accounts in the Partner-APM program. Other programs such as Premier Advisors have separate fee schedules.