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Personal Investors

Advice2024-03-12T04:41:27-04:00

Advice, just the way you like it

At Global Advisers, you have options. You can select your custodian, determine how much risk you want to assume and place limitations on your account for ESG and Sustainable preferences. When you partner with us, we provide comprehensive advice and service for your wealth, money, and investments. We are here to help you make informed decisions about your financial future.

Financial Advisor

No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary.

Frequently asked questions

What are the costs, fees, and expenses I should expect?2024-03-12T02:20:30-04:00

In addition to the normal account management fee, you may incur expenses to invest in any underlying funds, collective investment trusts, and ETFs in your portfolio (i.e., expense ratios). If you’re invested in ETFs, collective investment trusts, or mutual funds today, you’re already paying these expenses. You’ll also pay a commission to the custodian each time a security is bought or sold in your portfolio. Commissions are generally small and we do not benefit financially from custodial commissions.

Learn more information about the fee structure.

What is the minimum amount I need to invest with an Advisor?2024-03-12T02:03:45-04:00

While there is no minimum amount required, we suggest you start with a balance of at least $10,000.

This is an aggregate amount as based on each taxable, traditional, Roth, or rollover IRA you wish to invest.

What types of accounts can I open?2024-03-12T02:15:58-04:00

We can manage certain types of eligible 401(k) retirement accounts and the following types of retail Brokerage Accounts:

  • Individual or joint tenants with rights of survivorship (JTWROS) taxable accounts.
  • Traditional IRAs.
  • Roth IRAs.
  • Rollover IRAs.
  • SEP IRAs
  • Inherited IRAs
  • Trust accounts
  • Business Brokerage accounts
  • SIMPLE IRAs
  • Personal Defined Benefit Plans
  • Company Retirement Accounts
  • Custodial accounts

We recommend that you connect other custodial accounts as you plan your goals so we can incorporate them into your goal growth projections, and help you forecast your likelihood of meeting your long-term goals.

Who is eligible to invest?2024-03-12T02:11:17-04:00

To invest, you’ll need to meet the following requirements:

  • You have a retail brokerage account with one of our custodians. (If you’re new to Global Advisers, opening an account is simple.)
  • You’re a United States resident, or you have an APO/FPO/DPO mailing address.
  • You’re at least 18 years of age. (some states may have different requirements)

Advisor services are available to both U.S. and non-U.S. residents.

Discover your investment style

Take our quiz and find out if you would benefit from having your investment portfolio professionally managed.

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