Global View Investment Advisors, LLC

Global View Investment Advisors, LLC, established in 2008, offers wealth management and consultation services to institutional and individual clients on a discretionary and non-discretionary basis. The firm's services include asset allocation review, mutual fund selection, retirement plan consulting, and more. Client investment objectives are determined based on risk tolerance and financial goals. Global View may utilize third-party money managers with full investment discretion. The firm's total assets managed as of December 31, 2024, were $466,062,859. For wealth management services, Global View charges a fee based on assets under management, not to exceed 2.0%, billed quarterly. The firm does not charge performance-based fees or engage in side-by-side management. Global View serves various types of clients, including individuals, families, and businesses, without a strict minimum account size requirement. The firm uses fundamental and technical analysis, employing an investment strategy focused on Margin of Safety investing. The firm's team includes Certified Financial Planners and experienced professionals dedicated to providing personalized financial planning services. Global View operates with a fiduciary duty, acting in the best interests of clients. The firm's fee structure, investment strategies, and disciplinary information are transparently disclosed in compliance with SEC regulations.