Global Advisers offers 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.
- Overview
- Brokerage
- Retirement
- Trust
- Education
- Charitable
- Special Purpose
- Business
- Professional
- Ultra-Low-Fee
Overview
× AccountsIndividuals & FamiliesIndividualJoint(JTWROS)Joint(TIC)Retirement & IRAsTraditional IRAROTH IRASEP IRARollover IRA401(k) and 403(b) Rollovers Trust, Estate & CharitableGalleon Flagship TrustGalleon Flagship EstateCharitable Equity Opportunities (CEO) Education & Custodial529 PlansCustodialEducation Savings Special Purpose Accounts Impact InvestingGreen PortfoliosHedge FundsMedical Businesses & CorporationsCorporationPartnershipLimited Liability CompanyEmployee Retirement PlansGeneral Business Investing Professional AccountsAdvisersInstitutionalMoney Management |
There is no-minimum to open or fund an account. However, in order to receive Galleon Flagship Services, certain minimums may apply.
Individual Account
Wealth Management and Private Wealth Management accounts qualify for Galleon Flagship Services, and are managed by a dedicated Wealth Manager and team.
Joint Account
Retirement Account
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
| Account Type | Minimum to Open (US) | Features | Investment Choices |
|---|---|---|---|
| Trust | No Minimum | Professionally Managed Automatic Asset Allocation Quarterly Rebalancing | Unlimited, based on trust agreement |
College Savings Accounts
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 Type | Minimum to Open (US) | Features | Investment Choices |
|---|---|---|---|
| 529 College Savings Plans | No Minimum | No income limitations Contributions must be made in cash Each state can establish their own minimums and maximums Not Managed | Very Limited |
| Coverdell Education Savings Account | No Minimum | $2,000 maximum per designated beneficiary Not managed | Not Limited |
| Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA) | $3,000 | Professionally Managed by a Financial Adviser | Not Limited |
Charitable Accounts
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.
| Account Type | Minimum to Open |
|---|---|
| Philanthropic | Charitable Equity Opportunities Account $2,500 |
| Special Purpose | Impact Investing Account $1,000 |
Special Purpose Accounts
- specific investment strategies that meet strict criteria (ESG, Impact)
- potentially higher-than-average returns (Hedge Funds)
- potential tax-advantaged medical solutions (HSA)
- broad exposure to investment products and global markets
- ultra-low-fee core accounts
- highly-competitive managed account fees
| Account Type | Minimum to Open |
|---|---|
| Philanthropic | Charitable Equity Opportunities Account $2,500 |
| Sustainable | Impact Investing Account $1,000 |
| Hedge Funds | Capital Introduction Program $250,000 |
Business Accounts
- 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 Type | Minimum 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 Trust | Equal to fund limits |
Professional Accounts
- 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
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
-
Overview
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Accounts
Individuals & FamiliesIndividualJoint(JTWROS)Joint(TIC)
Retirement & IRAsTraditional IRAROTH IRASEP IRARollover IRA401(k) and 403(b) Rollovers
Trust, Estate & CharitableGalleon Flagship TrustGalleon Flagship EstateCharitable Equity Opportunities (CEO)
Education & Custodial529 PlansCustodialEducation Savings
Special Purpose Accounts Impact InvestingGreen PortfoliosHedge FundsMedical
Businesses & CorporationsCorporationPartnershipLimited Liability CompanyEmployee Retirement PlansGeneral Business Investing
Professional AccountsAdvisersInstitutionalMoney ManagementWe 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
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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
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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 Type Minimum to Open (US) Features Investment Choices Trust No Minimum Professionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement - Education
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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 Type Minimum to Open (US) Features Investment Choices 529 College Savings Plans No Minimum No income limitations
Contributions must be made in cash
Each state can establish their own minimums and maximums
Not Managed
Very Limited Coverdell Education Savings Account No Minimum $2,000 maximum per designated beneficiary
Not managedNot Limited Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA) $3,000 Professionally Managed by a Financial Adviser Not Limited - Charitable
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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.
Account Type Minimum to Open Philanthropic Charitable Equity Opportunities Account $2,500 Special Purpose Impact Investing Account $1,000 - Special Purpose
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Special Purpose Accounts
We offer professionally managed specialty accounts for individuals, families, and businesses seeking:- specific investment strategies that meet strict criteria (ESG, Impact)
- potentially higher-than-average returns (Hedge Funds)
- potential tax-advantaged medical solutions (HSA)
- broad exposure to investment products and global markets
- ultra-low-fee core accounts
- highly-competitive managed account fees
Account Type Minimum to Open Philanthropic Charitable Equity Opportunities Account $2,500 Sustainable Impact Investing Account $1,000 Hedge Funds Capital Introduction Program $250,000 - Business
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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 Type Minimum to Open Corporation (S-Corp, C-Corp) Prime Account $5000
Asset Management $50,000
Wealth Management $100,000Partnership (GP, LP, LLP) Prime Account $5000
Asset Management $50,000
Wealth Management $100,000Limited Liability Company (LLC) Prime Account $5000
Asset Management $50,000
Wealth Management $100,000Business Trust Equal to fund limits - Professional
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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.
Key Facts and Highlights
Galleon Accounts
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IBOT
Galleon Flagship Services
Managed Accounts
Galleon Wealth Management
for Galleon Flagship clients