Accounts for

Individuals and Families

Accounts for
Individuals and Families

What are you saving for?

We offer professionally managed accounts for individuals & families seeking:

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 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 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.

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 TypeMinimum to Open (US)FeaturesInvestment Choices
529 College Savings PlansNo MinimumNo income limitations
Contributions must be made in cash
Each state can establish their own minimums and maximums
Not Managed
Very Limited
Coverdell Education Savings AccountNo Minimum$2,000 maximum per designated beneficiary
Not managed
Not Limited
Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA)$3,000Professionally Managed by a Financial AdviserNot Limited

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 TypeMinimum to Open (US)FeaturesInvestment Choices
TrustNo MinimumProfessionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement
Overview

What are you saving for?

We offer professionally managed accounts for individuals & families seeking:

Individual

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

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

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

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 TypeMinimum to Open (US)FeaturesInvestment Choices
529 College Savings PlansNo MinimumNo income limitations
Contributions must be made in cash
Each state can establish their own minimums and maximums
Not Managed
Very Limited
Coverdell Education Savings AccountNo Minimum$2,000 maximum per designated beneficiary
Not managed
Not Limited
Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA)$3,000Professionally Managed by a Financial AdviserNot Limited
Trust

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 TypeMinimum to Open (US)FeaturesInvestment Choices
TrustNo MinimumProfessionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement

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
Solutions for Families and Individuals

Solutions

We provide modern solutions for investors seeking professional advice and strategies about their money, investments, retirement, and debt. For families and individuals, we provide ongoing support and advice for increasing and managing income, growing their investments, and saving for major purchases or retirement.

Services

The services we provide to our clients center around advice, portfolio management, and administration. Whether you are looking for financial planning, trust & estate administration, investment management, or solutions for retirement, your dedicated team of investment professionals is always available.