Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees and account minimums are negotiable based upon certain criteria.
Fee Estimator
Global Trust charges an annual management fee based on assets under management, not exceeding 2.00%. Fees are billed quarterly. Fees and account minimums are negotiable based on factors like earning capacity and asset size. The firm has a minimum family of accounts value of $500,000, which may be waived. Clients are also responsible for transaction, brokerage, trade-away, and custodial fees. Retirement plan consulting and asset management fees are also based on AUM, with a separate fee schedule.
Areas of Practice
Advisor Information
Office location
11300 U.S. Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Patricia is the president of Banana Lake Communications, Inc, a professional writing and business consulting firm, but she currently devotes no time to this activity. She also maintains a passive ownership stake in Banana Lake Properties, LLC, a real estate investment and rental activity, and does not actively devote any time to this business.