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
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 |
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 |
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
| 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 |
|---|---|---|---|
| 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 (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
-
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
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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 - + Retirement
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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.
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
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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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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
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Managed Accounts
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Galleon Flagship Services
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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
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