FAQ Categories: Advice

  • What are the costs, fees, and expenses I should expect?

    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 [...]

  • What types of accounts can I open?

    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 [...]

  • Who is eligible to invest?

    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. Youโ€™re at least 18 years of age. (some states may have different [...]

  • What is the minimum amount I need to invest with an Advisor?

    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.