Accounts for
Individuals and Families

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

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.

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.

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 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

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.