Global Advisers, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,060,799
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
34
15% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$325,318
About
Global Advisers provides financial planning, investment management, and asset management to individuals (including high‑net‑worth clients), trusts, charitable organizations, and state or municipal entities. The firm also conducts educational seminars and workshops on general financial topics, which it states are provided at no cost to attendees.
Advisory work is guided by Modern Portfolio Theory and a top‑down valuation approach, with each client assigned a bespoke investment policy and accounts managed on a discretionary basis with ongoing monitoring and periodic rebalancing. Portfolios may include equities, fixed income, mutual funds, ETFs, options, and cryptocurrency, and the firm implements trades through custodial platforms such as Charles Schwab and Interactive Brokers.
Notable for a firm of its scale, Global Advisers operates from multiple offices while maintaining limited personnel and explicitly uses derivatives (including options) in separately managed accounts—a practice that is uncommon among independent advisers. Its client mix that includes charitable and municipal entities, together with the provision of free educational seminars and an emphasis on continuous monitoring of option positions, differentiates its service mix from many peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Fee options
Financial planning flat fee between $1,000 and $2,000
$1 - $50,000: 2.0% $50,000.01 - $100,000: 1.75% $100,000.01 - $500,000: 1.5% $500,000.01 - $1,000,000: 1.25% $1 million - $10 million: 1.00% $10+ million+: 0.75%
$250 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning fees: $250/hour or flat fee between $1,000 and $2,000
Main office location
Global Advisers, LLC
1650 Market Street, Suite 3600
Philadelphia PA 19103, United States
Number of offices
11
Most active in
Global Advisers, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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