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
N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI, 53188-1126
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 ActivitiesSells Insurance
David works as an independent contractor for Global View Capital Advisors, a marketing firm for insurance and advisory services, dedicating full-time hours. He is also an insurance agent for Global View Capital Insurance Services and Experior Financial Group, spending about half his time marketing and selling fixed insurance products, including life, long-term care, and disability insurance.