Accounts for
Individuals and Families
Accounts for
Individuals and Families
What are you saving for?
- long-term investment and retirement 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
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
Wealth Management and Private Wealth Management accounts qualify for Galleon Flagship Services, and are managed by a dedicated Wealth Manager and team.
Retirement Account
Wealth Management and Private Wealth Management accounts qualify for Galleon Flagship Services, and are managed by a dedicated Wealth Manager and team.
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 |
Trust Account
Assets in the account 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 |
|---|---|---|---|
| Trust | No Minimum | Professionally Managed Automatic Asset Allocation Quarterly Rebalancing | Unlimited, based on trust agreement |
- + Overview
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What are you saving for?
We offer professionally managed accounts for individuals & families seeking:- long-term investment and retirement 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
- + Individual
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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
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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. There is no account minimum to open a Joint 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.
- + 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.
- + 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 - + Trust
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Trust Account
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. Global Advisers offers legally established taxable living, revocable, irrevocable and testamentary trusts. They must already have the trust created by an Attorney and then they may open a brokerage account with Global Advisers.Assets in the account 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 Trust No Minimum Professionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement
Wealth Management
Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...
Private Wealth Management
As a wealthy individual, family, or organization, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Successful wealth management is an integrated and ...
Managed Accounts
A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life…
Galleon Flagship Services
Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who …
Financial Planning
Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.
Asset Management
Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that …