Fees and Costs

Investors shouldn’t have to trade performance for fees or value for trust.

0%

Expense ratios[1]

$0

Commissions[2]

Investment Fees and Minimums

See how our low-cost investment fee approach can help you make the most of your money.

  • Transparent management fees

  • No third-party fees

0%

Expense Ratio1

$0

Commissions2

Investing Costs

Expense ratio

The expense ratio for most Core investing accounts is 0.0%. This means we don’t charge extra to manage your investment portfolio.[3]

Trading fees

Global Advisers is an investment advisor, not a brokerage firm. This means we don’t charge extra commissions for trades placed in your account.[4]

Advisory Costs

Advisory fees

We charge an annual fee based on the total value of your account. Fees are calculated daily and displayed on your monthly and quarterly account statements. Fees are deducted automatically from the investment account. We do not invoice.

Financial Planning

Financial planning is included for Wealth Management accounts that meet certain criteria. For non-clients and for accounts that do not meet the minimum criteria, we charge an hourly fee for our financial planning services.

Investment minimums

Minimum investing requirements

The services you receive are based on various factors, including your total account balance with us. We gladly work with clients who have less than the following minimum amount to invest. To receive certain types of services, the following minimums apply:

  • Private Wealth Management: $2,000,000
  • Wealth Management $500,000
  • Select clients: $50,0000
  • Wealth Builder: less than $50,000