Powered by relationships without incentives
At Global Advisers, our Wealth Management Services provides professional advice and management of your investments and money in an unconflicted environment. As fiduciaries with no outside incentives, we place our client’s interests first. This helps you understand our perspective and sets the stage for a relationship built on trust, not commissions.
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We serve personal and institutional clients who want to change, improve, and optimize how they invest and save.
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Professional advisor
$50,000+
Wealth Management
$500,000+
Private Wealth Management
$2 million+
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Unsure where to begin? Take our quiz | Asset Management Wealth Builder | Asset Management Advisor Services | Wealth Management | Private Wealth Management |
---|---|---|---|---|
Services begin at | Less than $50,000 | $50,000 | $500,000 | $2,000,000+ |
Fees | no more than 0.02 | no more than 0.0175 | no more than 0.015 | no more than 0.010 |
Investment Style | Passive | Active/Passive Blend | Active | Active |
Core strategies | ✓ | ✓ | ✓ | ✓ |
Active Management | ✓ | ✓ | ✓ | |
Management Style | Discretionary | Discretionary | Discretionary | Discretionary |
Financial Advisor | ✓ | ✓ | ✓ | |
Wealth Management Team | ✓ | ✓ | ||
SERVICES AND SOLUTIONS [1] | Wealth Builder | Advisor Services | Wealth Management | Private Wealth Management |
Banking and Lending | ✓ | |||
Banking Solutions | ✓ | ✓ | ✓ | |
Cash Management | ✓ | ✓ | ✓ | ✓ |
Checking and Savings | ✓ | ✓ | ✓ | ✓ |
Private Banking | ✓ | |||
Family Office Services | ✓ | |||
Cash Management and Lending | ✓ | |||
Family Governance and Dynamics | ✓ | |||
Philanthropy Management | ✓ | |||
Private Health Care Advisory | ✓ | |||
Trust, Tax, and Estate Planning | ✓ | |||
Financial Planning | hourly fee-based | one free basic plan, then hourly fee-based | ✓ | ✓ |
Corporate and Executive Services | ✓ | |||
Financial Counseling | ✓ | ✓ | ✓ | ✓ |
Insurance Solutions | ✓ | ✓ | ✓ | |
Retirement Planning | ✓ | ✓ | ✓ | ✓ |
Retirement Income Planning | ✓ | ✓ | ✓ | |
Alternative Investments | ✓ | |||
Asset Management | ✓ | ✓ | ✓ | ✓ |
Fixed Income Solutions | ✓ | ✓ | ||
Portfolio Analytics | ✓ | ✓ | ✓ | |
Portfolio Design and Management | ✓ | ✓ | ✓ | |
Risk Management Analytics | ✓ | ✓ | ✓ | |
Sustainable Investing | ✓ | ✓ | ✓ | |
Tax Strategies | ✓ | ✓ | ||
Wealth Management | ✓ | |||
Private Wealth Management | ✓ | |||
Managed Philanthropy | ✓ | |||
Charitable Services | ✓ | |||
Managed Trust and Estate | ✓ | |||
Trustee Services | ✓ | ✓ |