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global advisers wealth management
global advisers wealth management
Fees & Expenses2025-08-11T05:29:57-04:00

Fees & Expenses

Understand the costs of your employee retirement plan with clear, AUM-based advisory fees and no hidden charges. Compare provider platform costs and get transparent pricing built for business growth.

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800-832-8514

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Mon-Fri 9am to 5pm

Features
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401(k) Plan

  • Best for: 1โ€“1000+ employees
  • Highlights: High deferrals, employer match, profit sharing, Roth, loans

Highly flexible; Safe Harbor can simplify testing.

Solo 401(k)

  • Best for: Owner-only (spouse OK)
  • Highlights: Employee + employer buckets; Roth option

Top choice to maximize deferrals with no common-law employees.

SEP IRA

  • Best for: Owner-only or small teams
  • Highlights: Employer-only contributions; very low admin

All eligible employees receive the same % of pay.

SIMPLE IRA

  • Best for: โ‰ค100 employees
  • Highlights: Employer match or nonelective; minimal compliance

Lower limits than 401(k), but easy/inexpensive administration.

Defined Benefit Plan

  • Best for: High, stable income
  • Highlights: Very large deductible contributions; promised benefit formula

Actuarial funding with required contributions; pairs well with 401(k)/PS.

Cash Balance Plan

  • Best for: Profitable firms seeking larger deductions
  • Highlights: Hybrid DB with pay/interest credits; often paired with 401(k)

Age-weighted allocations can favor principals.

Why Our Fee Model Benefits You

Our fee structure is transparent and simple, based on the assets under our ongoing management. Below, youโ€™ll see how our approach compares to standard custodian offerings:

  • Aligned Interests: You never pay more unless your plan assets growโ€”so weโ€™re incentivized to help your plan succeed.
  • No Hidden Costs: You avoid proprietary fund markups or unnecessary service charges.
  • Scalable Structure: As your business and plan grow, our fees decrease proportionally, enhancing cost-efficiency.
Our Advisory Fees2025-07-05T06:51:23-04:00

  • Charged as a percentage of plan assets under management (AUM), aligning our success with yours.
  • Covers comprehensive services including plan setup, ongoing oversight, investment recommendations, and compliance support.
  • Fee tiers decrease as assets growโ€”our goal is to maintain cost-efficiency as your plan scales.
Custodian Platform Fees2025-07-05T06:53:41-04:00

  • No account opening or maintenance fees charged by the custodian.
  • Standard brokerage commissions and fund expenses may still apply.
One-Time or Event Fees2025-07-05T06:54:14-04:00

  • Setup or document preparation may incur flat fees (e.g., for customized Defined Benefit plans).
  • Annual filings (such as Form 5500 for large plans) and compliance testing may carry nominal administrative fees.
  • Any such charges are disclosed upfront in your engagement agreement.

Learn more by calling 800.832.8514 or emailing account-services@globaladvisers.com.

Our transparent pricing is built to grow with you.

Letโ€™s review how it aligns with your business goals.

global advisers fees

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800.832.8514

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ยฉ 1993 - 2025 Global Advisers, LLC

Global Advisers LLC is a registered investment adviser in PA, CA, and FL. Advisory firms cannot transact business in states where it is not registered, excluded, or exempt, except as permitted under the de minimis exemption. Personalized investment advice or securities transactions for compensation will only be provided where registered or exempt.

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