Advisor at Global View Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Global View Capital Management LLC
Location
Idaho Falls, ID 83401-5286
Credentials
Series 65
Industry experience
2 years
$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%
Up to $350 per hour for financial planning
Account minimum: $15,000 Minimum fee: Accounts under $15,000 charged a non-refundable set-up fee, lesser of 3% of initial balance or $350 Fee-only: Financial planning charged up to $350/hour
Global View Capital Management, Llc
2024 - Present (2 years)
Global View Capital Insurance Services, Llc
2023 - Present (3 years)
Global View Capital Advisors, Llc
2023 - Present (3 years)
Camping World
2018 - Present (8 years)
Buffalo State University
2016 - 2018 (2 years)
Camping World
2016 - 2017 (1 year)
College of Idaho
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
CFP®
Idaho Falls, ID
Good Better Best Financial Planning LLC
In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
Series 66
Idaho Falls, ID
Edward Jones
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