Fees and Costs
Investors shouldn’t have to trade performance for fees or value for trust.
Investment Fees and Minimums
See how our low-cost investment fee approach can help you make the most of your money.
Expense Ratio1
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