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.

View account details >

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.

View account details >

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.

View account details >

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.

View account details >

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.

View details >

+ 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.

View account details >

+ 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.

View account details >

+ 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.

View account details >

+ 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.

View account details >

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.

View details >

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

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 …