At Global View, we are a fee-only, fiduciary financial advisor firm. That means we receive no commissions in any form (including insurance commissions unlike nearly everyone else). You pay us fees, in the same way you pay your accountant or attorney, in fees.
We believe in transparency. Most of our clients choose to pay for ongoing investment advisory services instead of a one-time or annual fee.
Our fee schedule for ongoing investment advisory services is charged on the weighted average of assets as follows:
- 1% for the first $2,000,000
- 0.75% for the additional assets from $2,000,000 to $3,000,000
- 0.70% for the additional assets from $3,000,000 to $4,000,000
- 0.60% for the additional assets from $4,000,000 to $5,000,000
- 0.50% for the additional assets from $5,000,000 to $15,000,000
Due to the comprehensive nature of our services (and because we also offer in-house stock portfolios), we believe you will find this fair.
Our typical client for ongoing investment advisory services has at least $1,000,000 managed by Global View, however, we know from past experience new clients referred from the Dave Ramsey program, referring professionals, and clients make excellent clients. For this reason, we will relax account minimums for those clients. If you were not referred in by Dave Ramsey, a professional or existing client, we are happy to have an initial conversation. You might want to engage us in a one-time “Setting the Path” Service.
It’s important every client recognize that we believe they are important to us and get the service they deserve. This does mean that we sometimes turn clients away if we believe they are not a fit. We also accept clients who don’t meet arbitrary minimums if we believe they are a fit.
Take Us for a Test Drive
Congratulations. Having read through this you pass. Hiring, or changing, advisors is a big deal. You took your time, did some research, and now recognize some of the advantages of working with Global View, a fee-only, fiduciary financial advisor firm.
You might be surprised how many people read our blogs and website and call us to ’open accounts’. But we recognize most people want to try us on first. And quite frankly, we are not a fit for everyone.
And that’s literally why we created the Setting the Path process. It has a known cost, with a known deliverable. And, because most new clients who hire us for this learn enough to hire us for ongoing investment advisory services, we make it extremely affordable.
We call this our Setting the Path service. You can learn more here.