Global Trust
Assets Under Management
$440.5M
Number of Clients
303
Number of Advisors
6
Average Client AUM
$1.5M
AUM per Advisor
$73.4M
Compensation
Fee-Only (AUM)
About This Firm
Global Trust Asset Management, LLC provides investment management, tax planning, estate planning, and retirement planning for individuals, corporations, trusts, and other entities. The firm is fee-only, meaning they do not receive commissions for selling financial products. They manage assets on a discretionary basis and individualize each client’s account based on their needs and goals.
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
Location
11300 U.S. Highway 1, Suite 600, Palm Beach Gardens, FL, 33408