| 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.
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.
11300 U.S. Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
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Learn about disclosures →Brian is a tax partner at Brescia McCluskey, LLC, an accounting firm, since July 2024. He dedicates about a quarter of his time to this non-investment related activity.