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.

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

Individuals & Families

You are an individual seeking professional advice and guidance on your investments, financial plan, and management of your net worth. You’re a married couple either just starting out, or you’ve been married for many years and need someone to provide an investment and wealth preservation strategy for your hard-earn money. You’re a high-net-worth individual or family that requires financial and managerial expertise in managing you money. Whoever you are, we are here to provide this type of help and much more.
Account TypeMinimum to Open
Individual or JointPrime Account $5000
Asset Management $50,000
Wealth Management $100,000
RetirementPrime Account $5000
Asset Management $50,000
Wealth Management $100,000
Custodial$3000
TrustEqual to fund limits
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Retirement

You are an individual who realizes that you need much more money to retire comfortably than you originally thought. You’re just starting out in your new career, or you’re an established professional who’s too busy to manage the many twists and turns of the global financial markets. You’re recently retired and need to roll-over your 401k or 4034b retirement plan and develop a strategy for your future. You’re a married couple who needs professional money management and investment services to keep you on track for many years to come. You have complex tax and estate planning needs that require a professional, experience team of veteran investment advisors, accountants, attorneys and money managers who can manage your retirement needs. Whoever you are, we are here to help you with all of your retirement needs.
Retirement Account TypeMinimum to Open
ROTH or ROTH InheritedPrime Account $5000
Asset Management $50,000
Wealth Management $100,000
SEP or SEP InheritedPrime Account $5000
Asset Management $50,000
Wealth Management $100,000
Rollover No limit or transfer minimum
401k or 403b rollovers and transfersNo limit or transfer minimum
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Businesses & Corporations

You are a business of any size that needs professional fiduciary skills that can help you grow. You’re a business owner seeking professional advice and guidance on how to invest your business profits. You want to offer retirement plans and services to your employees because you know it leads to retention. You want to open an account in your business’ name and have the money professional managed. You need more growth or income from your annual profits. You want to issue securities for your business and use the proceeds for business growth. You’re an endowment, foundation or charity that needs financial guidance on how to manage your resources and invest wisely. Whatever your needs, we are here to help you achieve your long-term business goals.
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
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Trust & Estate

You are an individual seeking professional advice and guidance on your investments, financial plan, and management of your net worth. You’re a married couple either just starting out, or you’ve been married for many years and need someone to provide an investment and wealth preservation strategy for your hard-earn money. You’r a high-net-worth individual or family that requires financial and managerial expertise in managing you money. Whoever you are, we are here to provide this type of help and much more.
Account TypeMinimum to Open
Trust Equal to fund limits
Estate Equal to fund limits
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Charitable & Philanthropic

You are an individual seeking professional advice and guidance on your investments, financial plan, and management of your net worth. You’re a married couple either just starting out, or you’ve been married for many years and need someone to provide an investment and wealth preservation strategy for your hard-earn money. You’r a high-net-worth individual or family that requires financial and managerial expertise in managing you money. Whoever you are, we are here to provide this type of help and much more.

Specialty Accounts

You are an individual seeking professional advice and guidance on your investments, financial plan, and management of your net worth. You’re a married couple either just starting out, or you’ve been married for many years and need someone to provide an investment and wealth preservation strategy for your hard-earn money. You’r a high-net-worth individual or family that requires financial and managerial expertise in managing you money. Whoever you are, we are here to provide this type of help and much more.