Global View Capital Management LLC
Assets Under Management
$708.0M
Number of Clients
3,959
Number of Advisors
103
Average Client AUM
$179K
AUM per Advisor
$6.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GVCM is a quantitative asset management firm founded in 2011. It sponsors the Personalized Managed Account Program, offering asset allocation strategies, ETFs, mutual funds, and discretionary asset management. GVCM uses technical and quantitative analysis in its investment selection process. The firm also offers financial planning services.
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
Location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188