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Global View Capital Management LLC

Updated today

Total assets under management

$707,976,833

Total clients

3,909

2% high-net worth

Total advisors

85

of 102 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

46

Average account size

$181,115

Client services

Financial planning Portfolio management Selection of other advisers
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans

Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%

Project-based

Up to $350 per hour for financial planning

Other

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Global View Capital Management LLC

N14 W23833 Stone Ridge Dr Suite 350

Waukesha WI 53188, United States

Number of offices

6

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