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Global
Advisers

Personal Investors

Global
Advisers

Personal Investors

Financial Advisor2024-04-29T04:25:14-04:00

Advice, unconflicted

No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary. Connect with a financial advisor today.

Financial Advisor

advice

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.

Compare our services to learn more.

Explore our services

We serve personal and institutional clients who want to change, improve, and optimize how they invest and save.

Wealth Management

Long-term wealth building can be challenging without the right guidance.

Overview

  • Fees: no more than 0.015
  • Investment style: active
  • Management style discretionary

Services begin at $500,000

Learn More

Managed Philanthropy

Access to a broad range of charitable services.

Overview

  • View Fees
  • Investment style: active
  • Management style discretionary

Services begin at less than $250,000

Learn More

Asset Management

For Investors with less than $50,000 seeking professional advise and guidance.

Overview

  • Fees: no more than 0.2
  • Investment style: passive
  • Management style discretionary

Services begin at less than $50,000

Learn More

Family Office Services

Solutions for complex wealth management

Overview

  • Fees: no more than 0.01
  • Investment style: active
  • Management style discretionary

Request introduction

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Financial Planning

For Investors seeking to maximize their cash flow, investments, and retirement.

Overview

  • Fees: vary depending on needs
  • Objective based
  • 7-step process

No minimum required

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Sustainable Investing

For investors seeking long-term, values-based capital investments.

Overview

  • Fees: vary
  • Investment style: active
  • Management style discretionary

Services begin at $100,000

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See what our services include

Is advice right for you?

Professional advisor

$50,000+

  • Annual fee: no more than 0.0175

  • One Free, basic financial plan

  • Investment education on-demand

  • Access to financial advisor

Wealth Management

$500,000+

  • Dedicated Wealth Manager

  • Comprehensive Financial Planning

  • Ongoing investment education

  • Extensive portfolio analytics

Private Wealth Management

$2 million+

  • Active investment management

  • Risk management and metrics

  • Cash management

  • Estate and Trust services

Compare all services

Unsure where to begin?
Take our quiz 		Asset
Management
Wealth Builder
Asset
Management
Advisor Services
Wealth
Management
Private Wealth Management
Services begin atLess than $50,000$50,000$500,000$2,000,000+
Feesno more than 0.02no more than 0.0175no more than 0.015no more than 0.010
Investment StylePassiveActive/Passive BlendActiveActive
Core strategies✓✓✓✓
Active Management✓✓✓
Management StyleDiscretionaryDiscretionaryDiscretionaryDiscretionary
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 Planninghourly fee-basedone 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✓✓

Get started

How would you like to begin?

Hint:
You can open an account now and add money later. After your account is opened, all you’ll need to do is add your bank information for future transactions.

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

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Careers

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Explore Careers at Global Advisers

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Global
Advisers

Personal Investors

Global
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Personal Investors

Global
Advisers

Personal Investors

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