SM

Steven E. Marcus

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
303 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$440.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M2.00%
$2.0M - $10.0M1.25%
$10M+1.00%

Fees and account minimums are negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Loading...

Advisor Information

Office location

West Palm Beach, FL

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Global Trust
April 2017 - Present · 8 yrs 9 mos
Previous Registrations
Financial Security Services, LLC
March 2001 - December 2016 · 15 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.