Advisor at Global Value Investment Corporation
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Firm
Global Value Investment Corporation
Location
Princeton, NJ
Credentials
Series 63, Series 65
Industry experience
13 years
James Geygan is a financial advisor at Global Value Investment Corporation with 13 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Funds Distributor, LLC. Outside of his advisory role, he serves as a board member for Commerce Media Solutions. Global Value Investment Corporation provides discretionary portfolio management to individual and high-net-worth clients, as well as other registered investment advisers and sponsors, focusing on fundamental research to identify undervalued securities. The firm employs both short- and long-term investment horizons and manages accounts through various fee structures, including wrap-fee programs.
Based on Global Value Investment Corporation
Based on Global Value Investment Corporation
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
Performance-based fees charged only to qualified clients (net worth > $2,200,000 or assets managed > $1,100,000). Carried interest charged at conclusion of private fund GVP 2021-A, L.P. based on fund performance.
Account minimum: $1,000,000
Princeton, NJ
New Jersey · Texas · Wisconsin
Global Value Investment Corporation
2024 - Present (2 years)
Global Value Investment Corp
2017 - 2024 (7 years)
Wells Fargo Funds Distributor, LLC
2015 - 2017 (2 years)
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Is active or affiliated with:
Fund sponsor
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Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
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Series 63, Series 65
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Series 65
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Series 63, Series 66
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Series 63, Series 65
Langhorne, PA
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