Global Vantage Wealth Management (GVWM) manages investment portfolios based on clients' individual needs and goals. GVWM also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, estate planning, and cross-border issues. GVWM tailors its services to each client's specific situation and investment policy.
Assets Under Management$68M
Clients18
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...