Global View Capital Management LLC

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Total assets under management

$707,976,833

Total clients

3,909

2% high-net worth

Total advisors

of 102 employees

Firm size

Enterprise

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

Average clients per advisor

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

Business activities & affiliations

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.

Main office location

Global View Capital Management LLC

N14 W23833 Stone Ridge Dr Suite 350

Waukesha WI 53188, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 262-650-1030

Advisors at this firm

Chadwick A

Series 63, Series 65

Waukesha, WI

Global View Capital Management LLC

Joyce K

Series 63, Series 65

Homewood, IL

Global View Capital Management LLC

John P

Series 63

Loveland, OH

Global View Capital Management LLC

Brennen B

Series 65

Idaho Falls, ID

Global View Capital Management LLC

Zachary R

Series 63, Series 65

Billings, MT

Global View Capital Management LLC

Terry H

Series 66

Addison, TX

Global View Capital Management LLC

Dean F

Series 63, Series 65

Waukesha, WI

Global View Capital Management LLC

Lawrence P

Series 63, Series 65

Wausau, WI

Global View Capital Management LLC

Barry A

Series 63, Series 66

Waukesha, WI

Global View Capital Management LLC

Rudy G

Series 63, Series 65

Fork Union, VA

Global View Capital Management LLC

Jesse C

Series 63, Series 65

Kettle Falls, WA

Global View Capital Management LLC

Jeffrey B

Series 63, Series 66

Kewaskum, WI

Global View Capital Management LLC

William S

Series 63, Series 65

Pleasant Grove, UT

Global View Capital Management LLC

Jamie J

Series 66

San Antonio, TX

Global View Capital Management LLC

Philip S

Series 65

Waukesha, WI

Global View Capital Management LLC

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