Globalink Wealth Management (GWM) offers financial planning and investment management services. GWM tailors its services to meet the individualized needs of each client. The firm offers both hourly financial planning services and portfolio management services. Clients receive a written financial plan containing GWM’s recommendations. GWM also facilitates access to third-party investment advisors.
Assets Under Management$13M
Clients60
Advisors8
Avg. per Client$210K
Avg. per Advisor$1.6M
Fee Structure
Investment management only (planning not offered)
GWM charges a percentage of the value of your portfolio annually. The exact rate is agreed upon in writing. The annual fee ranges are:
- Up to $499,999: 1.5% to 2.0%
- $500,000 to $2,499,999: 1.0% to 2.0%
- $2,500,000 to $4,999,999: 0.75% to 1.5%
- Above $5,000,000: 0.50% to 1.5%
Fees are calculated based on the total value of your accounts and are billed quarterly.
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