How We Are Compensated
How Global Advisers Is Compensated by You
You may select from our comprehensive suite of managed account programs, which are designed for various levels of investment experience and sophistication. Accounts with assets under $2,000 are not charged a management fee, but may incur fees from the custodian and/or mutual fund (if any). Depending upon your account structure, your investment manager may invest in stocks, bonds, money market funds, mutual funds, options, exchange traded funds, cash, and other investment products as indicated in the forms we provide when you open your account. You can establish investment advisory relationships for your retirement or trust accounts in addition to your personal investment accounts. If you select Global Advisers nondiscretionary advisory account (The Global Advisers Prime Account), your Investment Manager will provide limited investment advice, but you will retain decision making authority over the account.
How We Compensate Your Investment Manager
Investment Managers may also receive ongoing compensation (residuals) on some investment products such as mutual funds or annuities.
The Incentive Compensation Grid rate varies and is subject to change. Generally, the Incentive Compensation Grid ranges from 55% to 90%. Essentially, this means that your Investment Manager will receive between 55% and 90% of the total fee that is paid by you to Global Advisers.
In addition to the Incentive Compensation outlined above, your Investment Manager may be eligible for bonuses, based on the total Gross Revenue he or she generates during the year, his or her Length of Service at Global Advisers, and/or his or her client asset level changes. Your Investment Manager may be eligible to receive financial incentives in connection with the transition of his or her employment to Global Advisers. Such incentives may include sign-on bonuses and/or AUM-bonus arrangements or supplemental bonuses, and may be contingent upon your Investment Manager satisfying certain performance-based criteria which may depend on total client assets serviced by the Investment Manager at Global Advisers and/or the revenue they generate. Neither Global Advisers nor your Investment Manager receives any additional portfolio performance compensation.