Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Program Fees may be negotiated and may differ from client to client. The annual program fee paid to GVCM in the above schedule cannot exceed 1.0%; the annual advisory fee paid to the IAR cannot exceed 1.4%. Annual total of IAR advisory fee plus program fee cost cannot exceed 2.4%.
Fee Estimator
GVCM charges a monthly fee based on the average daily balance of your account. The annual program fee cannot exceed 1.0%, and the annual advisory fee paid to the IAR cannot exceed 1.4%, with a total annual fee not exceeding 2.4%. Fees are negotiable and may vary. Financial planning is offered at a rate not to exceed $350 per hour, plus expenses. This fee is refunded if you implement product solutions with GVCM.
Areas of Practice
Advisor Information
Office location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsRegulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Darren is an Investment Adviser Representative at Global View Capital Management, LLC, dedicating nearly full-time hours to marketing, education, sales, client relationship management, and supervisory/administrative duties. He also works as an insurance agent at Global View Capital Insurance Services, LLC, selling life, long-term care, disability insurance, and fixed annuities for about 10-20% of his time, and is an independent contractor for Global View Capital Advisors, LLC, marketing advisory and insurance services for nearly full-time hours. Finally, Darren spends minimal time as a landlord for a rental property.