Percentage of Families with no long-term investment strategy
Individual Accounts
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. 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 Tenants in Common (TIC) account is a brokerage account that has two or more account owners with each person owning a specified percentage of the entire property. 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 |
Education and Custodial 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 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 Accounts
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 |
Retirement Accounts
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 Retirement Services, and are managed by a Wealth Manager.| Account Type | Minimum to Open (US) | Maintenance Fees |
|---|---|---|
| Traditional IRA Traditional IRA Inherited ROTH IRA ROTH IRA Inherited SEP IRA SEP IRA Inherited Rollover IRA 401k and 403b Rollovers | $5,000 | None |
Individual Accounts
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. 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 Tenants in Common (TIC) account is a brokerage account that has two or more account owners with each person owning a specified percentage of the entire property. 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 |
Education and Custodial 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 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 Accounts
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 |
Retirement Accounts
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 Retirement Services, and are managed by a Wealth Manager.| Account Type | Minimum to Open (US) | Maintenance Fees |
|---|---|---|
| Traditional IRA Traditional IRA Inherited ROTH IRA ROTH IRA Inherited SEP IRA SEP IRA Inherited Rollover IRA 401k and 403b Rollovers | $5,000 | None |