Global View Capital Management (GVCM) offers investment advice to clients through individual investment management agreements. GVCM uses a questionnaire to determine a client's risk profile and time horizon to guide investment strategy selection. GVCM also sub-advises for Flexible Plan Investments, Ltd. and sponsors the Personalized Managed Account Program, which includes separately managed accounts, ETFs, and mutual funds. GVCM also offers a low-cost program with commission-free ETFs and mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.