We offer accounts to help you reach your financial goals and objectives. Whether you are saving for retirement, investing for growth and income, planning for college or another life event, or building and growing your business, our accounts offer low fees, unparalleled technology, mobile access from any device, and professional guidance from a seasoned, professional portfolio manager or money manager.

There is no-minimum to open or fund an account. However, in order to receive Galleon Flagship Services, certain minimums may apply.

Individual Account

An individual account is a brokerage account with only one owner. There is no account minimum to open an account. Learn more about our fees.

Wealth Management and Private Wealth Management accounts qualify for Galleon Flagship Services, and are managed by a dedicated Wealth Manager and team.

Joint Account

A joint account is a brokerage account with more than one owner. A JTWROS account has two or more account owners, with each person having an undivided interest in the entire property. A Tenants in Common account has two or more account owners with each person owning a specified percentage of the entire property.

Retirement Account

An IRA is a brokerage account with only one owner. The account typically provides tax-advantages to the owner. We offer a variety of retirement accounts designed to meet your income and lifestyle needs. There is no account minimum to open an account. Learn more about our fees.

Wealth Management and Private Wealth Management accounts qualify for Galleon Flagship Services, and are managed by a dedicated Wealth Manager and team.

Galleon Flagship Trust

A Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. We offer legally established taxable living, revocable, irrevocable and testamentary trusts. You must already have the trust created by an Attorney before opening a trust account.
Account TypeMinimum to Open (US)FeaturesInvestment Choices
TrustNo MinimumProfessionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement

College Savings Accounts

Education and Custodial Accounts provide tax-advantaged opportunities to invest for college and higher-education.

Our custodial accounts are managed by a Financial Adviser. Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Account TypeMinimum to Open (US)FeaturesInvestment Choices
529 College Savings PlansNo MinimumNo income limitations
Contributions must be made in cash
Each state can establish their own minimums and maximums
Not Managed
Very Limited
Coverdell Education Savings AccountNo Minimum$2,000 maximum per designated beneficiary
Not managed
Not Limited
Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA)$3,000Professionally Managed by a Financial AdviserNot Limited

Charitable Accounts

Galleon Charitable provides a smart and innovative way for investors to give-back to their community. Investors keep 100% of any capital gains and/or dividends from the account(s), while the donation is funded by the firm. We are deeply committed to solving economic and social issues, and enabling progress worldwide. Our Charitable accounts reflect the firm’s ongoing commitment to philanthropy.

We provide an ultra-low-cost solutions to charitable investing that empowers our clients with the resources to make strategic giving decisions while still maintaining the potential for growth and income within the account(s). We make donations to your preferred charities annually.

Special Purpose Accounts

We offer professionally managed specialty accounts for individuals, families, and businesses seeking:

Business Accounts

We offer professionally managed accounts for businesses seeking:

  • long-term investment growth
  • tax-advantaged investments and strategies
  • short-term savings for major purchases
  • broad exposure to investment products and global markets
  • ultra-low-fee core accounts
  • highly-competitive managed account fees
  • alternative solutions for year-end excess capital
  • improved cash flow for regular purchases
  • additional collateral for bank loans

Account TypeMinimum to Open
Corporation (S-Corp, C-Corp)Prime Account $5000
Asset Management $50,000
Wealth Management $100,000
Partnership (GP, LP, LLP)Prime Account $5000
Asset Management $50,000
Wealth Management $100,000
Limited Liability Company (LLC)Prime Account $5000
Asset Management $50,000
Wealth Management $100,000
Business TrustEqual to fund limits

Professional Accounts

We offer professional accounts for financial advisers, institutions, and money managers seeking:

  • long-term investment strategies for their clients and/or organizations
  • multi-currency tax-advantaged investments and strategies
  • short-term savings solutions for clients
  • un-matched selection of  investment products and global markets
  • ultra-low-fee core accounts
  • ability to open and manage accounts in 219 countries
  • the most advanced trading and research platforms available

Ultra-Low-Fee Accounts

Broadly speaking, the notion of building an investment portfolio that is both diversified and comprehensive involves building what many investment professionals call a “Core”.
Traditionally, a Core is made of passively managed securities (e.g. index funds, ETFs, passive mutual funds) and uses a traditional benchmark, usually the S&P 500, to benchmark/compare for performance.

iCore, or Intelligent Core, moves past this approach by expanding how your investments are managed. Galleon iCore accounts include options for true diversification, ultra-low-fees, and active management by teams of professional portfolio managers.

Although all Galleon accounts can be used for building a cost-effective core, an intelligent core (iCore) narrows your selection to specific asset classes and sub-classes, while greatly expanding the types of investment products available within each class, all of which are not typically managed actively without much higher fees. The result is a truly diversified investment account that has the potential to help you meet your investment goals and objectives.

Overview
We offer accounts to help you reach your financial goals and objectives. Whether you are saving for retirement, investing for growth and income, planning for college or another life event, or building and growing your business, our accounts offer low fees, unparalleled technology, mobile access from any device, and professional guidance from a seasoned, professional portfolio manager or money manager.

There is no-minimum to open or fund an account. However, in order to receive Galleon Flagship Services, certain minimums may apply.

Brokerage

Individual Account

An individual account is a brokerage account with only one owner. There is no account minimum to open an account. Learn more about our fees.

Wealth Management and Private Wealth Management accounts qualify for Galleon Flagship Services, and are managed by a dedicated Wealth Manager and team.

Joint Account

A joint account is a brokerage account with more than one owner. A JTWROS account has two or more account owners, with each person having an undivided interest in the entire property. A Tenants in Common account has two or more account owners with each person owning a specified percentage of the entire property.
Retirement

Retirement Account

An IRA is a brokerage account with only one owner. The account typically provides tax-advantages to the owner. We offer a variety of retirement accounts designed to meet your income and lifestyle needs. There is no account minimum to open an account. Learn more about our fees.

Wealth Management and Private Wealth Management accounts qualify for Galleon Flagship Services, and are managed by a dedicated Wealth Manager and team.

Trust

Galleon Flagship Trust

A Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. We offer legally established taxable living, revocable, irrevocable and testamentary trusts. You must already have the trust created by an Attorney before opening a trust account.
Account TypeMinimum to Open (US)FeaturesInvestment Choices
TrustNo MinimumProfessionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement
Education

College Savings Accounts

Education and Custodial Accounts provide tax-advantaged opportunities to invest for college and higher-education.

Our custodial accounts are managed by a Financial Adviser. Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Account TypeMinimum to Open (US)FeaturesInvestment Choices
529 College Savings PlansNo MinimumNo income limitations
Contributions must be made in cash
Each state can establish their own minimums and maximums
Not Managed
Very Limited
Coverdell Education Savings AccountNo Minimum$2,000 maximum per designated beneficiary
Not managed
Not Limited
Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA)$3,000Professionally Managed by a Financial AdviserNot Limited
Charitable

Charitable Accounts

Galleon Charitable provides a smart and innovative way for investors to give-back to their community. Investors keep 100% of any capital gains and/or dividends from the account(s), while the donation is funded by the firm. We are deeply committed to solving economic and social issues, and enabling progress worldwide. Our Charitable accounts reflect the firm’s ongoing commitment to philanthropy.

We provide an ultra-low-cost solutions to charitable investing that empowers our clients with the resources to make strategic giving decisions while still maintaining the potential for growth and income within the account(s). We make donations to your preferred charities annually.

Special Purpose

Special Purpose Accounts

We offer professionally managed specialty accounts for individuals, families, and businesses seeking:

Business

Business Accounts

We offer professionally managed accounts for businesses seeking:

  • long-term investment growth
  • tax-advantaged investments and strategies
  • short-term savings for major purchases
  • broad exposure to investment products and global markets
  • ultra-low-fee core accounts
  • highly-competitive managed account fees
  • alternative solutions for year-end excess capital
  • improved cash flow for regular purchases
  • additional collateral for bank loans

Account TypeMinimum to Open
Corporation (S-Corp, C-Corp)Prime Account $5000
Asset Management $50,000
Wealth Management $100,000
Partnership (GP, LP, LLP)Prime Account $5000
Asset Management $50,000
Wealth Management $100,000
Limited Liability Company (LLC)Prime Account $5000
Asset Management $50,000
Wealth Management $100,000
Business TrustEqual to fund limits
Professional

Professional Accounts

We offer professional accounts for financial advisers, institutions, and money managers seeking:

  • long-term investment strategies for their clients and/or organizations
  • multi-currency tax-advantaged investments and strategies
  • short-term savings solutions for clients
  • un-matched selection of  investment products and global markets
  • ultra-low-fee core accounts
  • ability to open and manage accounts in 219 countries
  • the most advanced trading and research platforms available

Ultra-Low-Fee

Ultra-Low-Fee Accounts

Broadly speaking, the notion of building an investment portfolio that is both diversified and comprehensive involves building what many investment professionals call a “Core”.
Traditionally, a Core is made of passively managed securities (e.g. index funds, ETFs, passive mutual funds) and uses a traditional benchmark, usually the S&P 500, to benchmark/compare for performance.

iCore, or Intelligent Core, moves past this approach by expanding how your investments are managed. Galleon iCore accounts include options for true diversification, ultra-low-fees, and active management by teams of professional portfolio managers.

Although all Galleon accounts can be used for building a cost-effective core, an intelligent core (iCore) narrows your selection to specific asset classes and sub-classes, while greatly expanding the types of investment products available within each class, all of which are not typically managed actively without much higher fees. The result is a truly diversified investment account that has the potential to help you meet your investment goals and objectives.

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Key Facts and Highlights

Galleon Accounts

ZERO

Expense ratios. No commissions on ETF and stock transactions.

↓%

Lowest margin loan interest rates according to Barron’s.

COMPLETE

Account management, support, technology, and research.

IBOT

Natural speech interface for advanced trading and research.

Galleon Flagship Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning. As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.
Global Advisers Managed Accounts

Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life. We provide comprehensive, active management and services including risk management, professional research, estate and trust services, tax strategies, managed philanthropy, family legacy planning, and life style advisory.

Galleon Wealth Management

for Galleon Flagship clients