BB
CFP

Brian Joseph Brescia

18 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
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Advisor Information

Office location

11300 U.S. Highway 1, Suite 600, Palm Beach Gardens, FL, 33408

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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.

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Other Business Activities

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.

Employment History
Current Registrations
Global Trust
March 2007 - Present · 18 yrs 10 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Brian Joseph Brescia - Financial Advisor | AdvisorDiscover