Percentage of Families with no long-term investment strategy
| Account Structure | Minimum to Open (US) | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
| Account Structure | Minimum to Open (US) | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
| Account Type | Minimum to Open (US) | Maintenance Fees |
|---|---|---|
| Traditional IRA | $5,000 | None |
| Traditional IRA Inherited | n/a | None |
| ROTH IRA | $5,000 | None |
| ROTH IRA Inherited | n/a | None |
| SEP IRA | $5,000 | None |
| SEP IRA Inherited | n/a | None |
| Rollover IRA | n/a | None |
| 401k and 403b Rollovers | n/a | None |
| Account Type | Minimum to Open (US) | Features | Investment Choices |
|---|---|---|---|
| Trust | No Minimum | Professionally Managed Automatic Asset Allocation Quarterly Rebalancing | Unlimited, based on trust agreement |
| 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 |
| Account Type | Minimum to Open |
|---|---|
| Philanthropic | Charitable Equity Opportunities Account $25,000 |
| Special Purpose | Impact Investing Account $10,000 |
| Select by Type, or | VIEW ALL ACCOUNTS |
- + Individual
-
Account Structure Minimum to Open (US) Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum - + Joint
-
Account Structure Minimum to Open (US) Benefits Prime $5,000 Select Asset Management $50,000 Premium Select Wealth Management $100,000 Galleon Flagship Gold Private Wealth Management $1,000,000 Galleon Flagship Platinum - + Retirement
-
Account Type Minimum to Open (US) Maintenance Fees Traditional IRA
$5,000 None Traditional IRA Inherited
n/a None ROTH IRA
$5,000 None ROTH IRA Inherited
n/a None SEP IRA
$5,000 None SEP IRA Inherited
n/a None Rollover IRA
n/a None 401k and 403b Rollovers n/a None - + Trust
-
Account Type Minimum to Open (US) Features Investment Choices Trust No Minimum Professionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement - + Education
-
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 - + Charitable
-
Account Type Minimum to Open Philanthropic Charitable Equity Opportunities Account $25,000 Special Purpose Impact Investing Account $10,000 Select by Type, or VIEW ALL ACCOUNTS
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
Individual
An individual account is a brokerage account with only one owner. Prime and Asset Management Accounts are managed by a Financial Adviser.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
| Account Structure | Minimum to Open (US) | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Joint Account (JTWROS)
A joint account with rights of survivorship (JTWROS) is a brokerage account with more than one owner, with each person having an undivided interest in the entire property. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
| Account Structure | Minimum to Open (US) | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Joint Account (TIC)
A joint account tenants in common (TIC) is a brokerage account has two or more account owners with each person owning a specified percentage of the entire property. Upon the death of one of the account owners, that person’s estate holds the right to their percentage of the account. Non-resident aliens are not eligible for this account type.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
| Account Structure | Minimum to Open (US) | Benefits |
|---|---|---|
| Prime | $5,000 | Select |
| Asset Management | $50,000 | Premium Select |
| Wealth Management | $100,000 | Galleon Flagship Gold |
| Private Wealth Management | $1,000,000 | Galleon Flagship Platinum |
Retirement
We offer a variety of retirement accounts designed to meet your income and lifestyle needs. Learn about the different retirement accounts below, then open your account today. Prime and Asset Management Accounts are managed by a Financial Adviser.
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
View all retirement account types and details >
| Account Type | Minimum to Open (US) | Maintenance Fees |
|---|---|---|
| Traditional IRA | $5,000 | None |
| Traditional IRA Inherited | n/a | None |
| ROTH IRA | $5,000 | None |
| ROTH IRA Inherited | n/a | None |
| SEP IRA | $5,000 | None |
| SEP IRA Inherited | n/a | None |
| Rollover IRA | n/a | None |
| 401k and 403b Rollovers | n/a | None |
Education and College
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 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 and Estate
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 |
Charitable and Philanthropic
Make charitable giving part of your tax strategy. Our charitable accounts provide an efficient and effective way to make a charitable impact. We provide advice on which charities you might want to consider making a donation, help you determine how the charity allocates its funds, and we make the donation out of our own pocket, not yours.
Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
| Account Type | Minimum to Open |
|---|---|
| Philanthropic | Charitable Equity Opportunities Account $25,000 |
| Special Purpose | Impact Investing Account $10,000 |
| Select by Type, or | VIEW ALL ACCOUNTS |
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
Services for Individuals and Families
The services we provide to our clients centers around advice, portfolio management, and administration. Whether you are looking for financial planning, trust & estate administration…
Solutions for Individuals and Families
You always have access to expertise and insights to help you reach your own specific goals. For us, it’s all about transparency, accountability, and taking ownership of your financial…
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.