Global Financial Private Client

Global Financial Private Client, LLC is a registered investment adviser firm established in December 2017 in Florida. The firm offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting. The annual investment advisory fee ranges from negotiable to 1.50% based on assets under management. Financial planning and consulting services are offered on a fixed fee basis ranging from $5,000 to $25,000 or an hourly rate of $350 to $575. Retirement plan consulting fees generally range from 0.50% to 0.75% based on plan assets. The firm primarily allocates client assets among individual equities, debt instruments, and independent managers based on client objectives. Clients can engage the firm on a discretionary basis, allowing the firm full authority over investment decisions. The firm does not accept performance-based fees, and clients include individuals, businesses, trusts, estates, and charitable organizations. The firm's investment strategies include long-term purchases, short-term purchases, and trading. Clients are provided with periodic account reviews and statements, and the firm does not compensate for client referrals. The firm recommends maintaining accounts at Fidelity and does not participate in directed brokerage arrangements. Clients are encouraged to review financial planning issues annually, and the firm has policies in place to prevent the misuse of material non-public information. Clients are provided with proxy voting services and class action lawsuit claim filing services through Broadridge. The firm's Chief Compliance Officer, Geoffrey A. Frazier, is available for any client inquiries.