Advice, unconflicted

Footnotes & Disclaimers

1. Registration & Disclosures
   Global Advisers, LLC is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. You may request a copy of our current Form ADV, Part 2A brochure, which provides detailed information on our fees and services.
2. General Advisory Disclaimer
   The information presented on this site is for informational purposes only and does not constitute a complete description of Global Advisers, LLC’s investment advisory or other services. Nothing herein should be construed as a solicitation, offer, or recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal.
3. Fee Schedule & Minimums
   The fees and account minimums listed are examples of typical arrangements. Actual fees and minimums may vary depending on your specific circumstances, portfolio composition, and other factors. Global Advisers, LLC reserves the right to modify its fees or account minimums at any time, subject to applicable contractual arrangements and regulatory requirements.
4. Projected or Example-Based Fees
   The fee ranges (e.g., “no more than 0.02,” “no more than 0.0175,” etc.) represent the maximum annual fee rate for the indicated service tiers. Actual fees for each client will be outlined in an executed investment advisory agreement.
5. Investment Styles & Strategies
   References to “passive,” “active,” or “active/passive blend” investment strategies are not guarantees of performance or results. Each strategy carries unique risks and potential benefits. Past performance is not indicative of future results.
6. Discretionary Management
   “Discretionary” means Global Advisers, LLC will determine the securities to buy or sell for your account without consulting you in advance. This authority is granted in the investment management agreement. You may place reasonable restrictions on this discretion, if agreed upon in writing.
7. Advisor & Wealth Management Services
   The availability of “Financial Advisor,” “Wealth Management Team,” “Banking Solutions,” “Private Banking,” etc. may vary based on asset levels, geographic region, and/or additional eligibility criteria. Some services may be offered by third-party service providers or affiliates of Global Advisers, LLC and could require separate agreements.
8. Family Office Services & Advanced Planning
   Services such as “Family Governance,” “Philanthropy Management,” “Private Health Care Advisory,” and “Trust, Tax, and Estate Planning” involve complex legal, tax, and personal considerations. Global Advisers, LLC does not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific situation. Any related services provided by Global Advisers, LLC or affiliates are coordinated with, but do not replace, independent professional advice.
9. Financial Planning
   Financial planning (whether hourly or via a basic plan) typically includes budgeting, goal setting, and other personalized recommendations. The scope and depth of such plans will be outlined in a separate agreement. Completion of a financial plan does not guarantee investment success or that all goals will be met.
10. Alternative Investments & Complex Strategies
    Alternative investment solutions referenced on our site refer to advisory services only; Global Advisers, LLC does not offer or sponsor specific alternative products (e.g., private equity or hedge fund vehicles). Additionally, any alternative investments may be available only to qualified or accredited investors and can involve higher fees, higher risk, and lower liquidity. Review offering documents carefully before investing.
11. Risk & Suitability
    Any mention of services, strategies, or products should not be construed as suitable for all investors. Suitability depends on individual circumstances, goals, and risk tolerance. Investment decisions should be made based on each client’s specific financial situation and objectives.
12. No Guarantee of Future Results
    All statements regarding market trends, portfolio construction, and investment strategies are based on current market conditions, which will fluctuate. Past performance is not a guarantee of future results. Global Advisers, LLC does not guarantee any specific level of performance or that any client will avoid losses in their account(s).
13. Conflicts of Interest
    Global Advisers, LLC, its employees, or its affiliates may have interests in the products or services mentioned. We strive to identify and disclose any material conflicts of interest in our Form ADV, Part 2A brochure. Please review these disclosures carefully and ask questions to ensure you understand potential conflicts before engaging our services.
14. Third-Party Services & Affiliates
    Certain services (e.g., insurance solutions, trust services) may be offered through third parties or affiliated entities. These services are subject to different terms and conditions, and providers may compensate Global Advisers, LLC, its employees, or affiliates. This compensation may be separate and in addition to advisory fees.
15. Jurisdiction & Regulatory Oversight
    Global Advisers, LLC may only transact business or render personalized investment advice in those states and jurisdictions where it is registered, notice-filed, or otherwise exempt. This material is not intended for persons in jurisdictions where the availability of Global Advisers, LLC’s services is restricted or where it would be contrary to local laws and regulations.
16. Updates & Revisions
    Information within this comparison is subject to change without notice. Clients and prospective clients are encouraged to refer to Global Advisers, LLC’s Form ADV, Part 2A brochure and to consult with our representatives to ensure they have the most current and applicable information.
17. Schwab Custody & Service Availability
    Certain services described on this site, including (but not limited to) banking and lending services, checking and savings accounts, philanthropy and charitable services, insurance solutions, and managed trust and estate services, are available only to clients who choose to custody their assets with Charles Schwab. While Global Advisers, LLC may provide guidance on alternative investment solutions or banking/checking products, these solutions or products are not offered or sponsored by Global Advisers, LLC. Any investment or account setup is facilitated through third parties or custodial platforms, such as Charles Schwab, in accordance with applicable agreements and eligibility requirements.