Global Diversified Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,378,269
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
14
29% 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
14
LowAverage account size
$669,876
About
Global Diversified Investments provides portfolio management, financial planning, and asset‑management consulting to both individual investors and organizational clients. Like many independent advisers, it delivers AUM‑based portfolio management for individuals and also offers portfolio strategy development for businesses and institutional clients, along with market commentary and newsletters available on its website.
The firm applies a globally diversified asset‑allocation framework with a medium‑ to longer‑term (4–8 year) horizon and targeted exposures across U.S. large-, mid-, and small-cap equities, emerging markets, fixed income, commodities, and dedicated inflation‑hedge positions; portfolios may include select individual stocks and bonds. GDI operates on a non‑discretionary basis, executing transactions only with client approval, and tailors allocations to each client’s return, cash‑flow, and risk objectives while using Interactive Brokers for custody and execution.
Noteworthy for a small independent adviser, the brochure documents active engagement with institutional/business clients and asset‑management consulting in addition to individual wealth management, and it maintains free periodicals and market commentary—an offering uncommon among peers. The firm’s materials also highlight the founder’s academic credentials and adjunct teaching activity and note that the adviser provides low‑ or no‑cost business consulting to entrepreneurs, reflecting an academic and consulting overlay to its advisory services.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Expertise
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$10,000 - $10,000,000: 0.95% $10,000,000 - $20,000,000: 0.85% $20,000,000+: 0.75%
Account minimum: $50,000 Fee-only: $170 per hour for financial planning and asset management consulting outside the investment management agreement
Main office location
Global Diversified Investments
120 Newport Center Dr., 7034
Newport Beach CA 92660, United States
Number of offices
1
Most active in
Global Diversified Investments has reported serving >5 clients in these states in the last 12 months.
California
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:
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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
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