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For ETFs and mutual funds, it evaluates independent managers based on performance relative to benchmarks and peers, manager experience, investment philosophy, process discipline, and costs.",[1012],{"type":129,"attrs":1013},{"color":773},{"type":764,"attrs":1015,"content":1016},{"level":766,"textAlign":34},[1017],{"text":1018,"type":22,"marks":1019},"What are the pros and cons of Global Wealth Management?",[1020,1022],{"type":129,"attrs":1021},{"color":773},{"type":38},{"type":18,"attrs":1024,"content":1025},{"textAlign":34},[1026],{"text":1027,"type":22,"marks":1028},"Global Wealth Management offers a traditional advisor-led service with customized portfolios, built-in financial planning, and a broad planning scope. 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assets\tFee",{"type":18,"attrs":1287,"content":1288},{"textAlign":34},[1289],{"text":1290,"type":22},"First $3.0 million\t1.00%",{"type":18,"attrs":1292,"content":1293},{"textAlign":34},[1294],{"text":1295,"type":22},"Next $3.0 million\t0.75%",{"type":18,"attrs":1297,"content":1298},{"textAlign":34},[1299],{"text":1300,"type":22},"Next $4.0 million\t0.60%",{"type":18,"attrs":1302,"content":1303},{"textAlign":34},[1304],{"text":1305,"type":22},"Over $10.0 million\t0.50% flat fee on all assets",{"_uid":1307,"data":1308,"component":1200},"f821c0ce-1c4e-4887-94de-8913936b0b03",{"type":15,"content":1309},[1310,1318,1327,1335,1344,1352,1360,1426,1434,1484,1493,1501,1509,1517,1526,1534,1542,1551,1559,1567,1576,1584,1592,1600,1609],{"type":18,"attrs":1311,"content":1312},{"textAlign":34},[1313],{"text":1314,"type":22,"marks":1315},"Under certain circumstances, fees are negotiable depending on assets under management and the scope of additional services. Brokerage commissions, wire fees, safekeeping fees, and other custodian or broker charges are separate from GWM’s advisory fees.",[1316],{"type":129,"attrs":1317},{"color":773},{"type":764,"attrs":1319,"content":1320},{"level":766,"textAlign":34},[1321],{"text":1322,"type":22,"marks":1323},"What is Global Wealth Management’s minimum account size?",[1324,1326],{"type":129,"attrs":1325},{"color":773},{"type":38},{"type":18,"attrs":1328,"content":1329},{"textAlign":34},[1330],{"text":1331,"type":22,"marks":1332},"The formal minimum account size for investment management services is generally $500,000. No separate account-size minimum for financial planning services or advanced financial planning consultation and pension plan consulting, which are priced on a negotiated basis.",[1333],{"type":129,"attrs":1334},{"color":773},{"type":764,"attrs":1336,"content":1337},{"level":766,"textAlign":34},[1338],{"text":1339,"type":22,"marks":1340},"Who should choose Global Wealth Management?",[1341,1343],{"type":129,"attrs":1342},{"color":773},{"type":38},{"type":18,"attrs":1345,"content":1346},{"textAlign":34},[1347],{"text":1348,"type":22,"marks":1349},"Global Wealth Management is likely to fit investors who want an ongoing human advisory relationship with customized portfolios and integrated planning, and who can meet the firm’s minimum.",[1350],{"type":129,"attrs":1351},{"color":773},{"type":18,"attrs":1353,"content":1354},{"textAlign":34},[1355],{"text":1356,"type":22,"marks":1357},"Global Wealth Management works well for:",[1358],{"type":129,"attrs":1359},{"color":773},{"type":792,"content":1361},[1362,1378,1394,1410],{"type":795,"content":1363},[1364],{"type":18,"attrs":1365,"content":1366},{"textAlign":34},[1367,1373],{"text":1368,"type":22,"marks":1369},"Higher-net-worth households: ",[1370,1372],{"type":129,"attrs":1371},{"color":773},{"type":38},{"text":1374,"type":22,"marks":1375},"The $500,000 minimum and AUM-based pricing fit larger portfolios better than smaller ones.",[1376],{"type":129,"attrs":1377},{"color":773},{"type":795,"content":1379},[1380],{"type":18,"attrs":1381,"content":1382},{"textAlign":34},[1383,1389],{"text":1384,"type":22,"marks":1385},"Clients wanting planning plus portfolio management:",[1386,1388],{"type":129,"attrs":1387},{"color":773},{"type":38},{"text":1390,"type":22,"marks":1391}," The service combines investment management with broad planning support in one relationship.",[1392],{"type":129,"attrs":1393},{"color":773},{"type":795,"content":1395},[1396],{"type":18,"attrs":1397,"content":1398},{"textAlign":34},[1399,1405],{"text":1400,"type":22,"marks":1401},"Investors who want tailored portfolio management: ",[1402,1404],{"type":129,"attrs":1403},{"color":773},{"type":38},{"text":1406,"type":22,"marks":1407},"The firm builds portfolios around each client’s objectives, risk tolerance, liquidity needs, time horizon, and tax circumstances.",[1408],{"type":129,"attrs":1409},{"color":773},{"type":795,"content":1411},[1412],{"type":18,"attrs":1413,"content":1414},{"textAlign":34},[1415,1421],{"text":1416,"type":22,"marks":1417},"Families or entities with more complex needs: ",[1418,1420],{"type":129,"attrs":1419},{"color":773},{"type":38},{"text":1422,"type":22,"marks":1423},"The firm also works with family offices, trusts, foundations, and pension plans.",[1424],{"type":129,"attrs":1425},{"color":773},{"type":18,"attrs":1427,"content":1428},{"textAlign":34},[1429],{"text":1430,"type":22,"marks":1431},"Who might not benefit as much:",[1432],{"type":129,"attrs":1433},{"color":773},{"type":792,"content":1435},[1436,1452,1468],{"type":795,"content":1437},[1438],{"type":18,"attrs":1439,"content":1440},{"textAlign":34},[1441,1447],{"text":1442,"type":22,"marks":1443},"Smaller investors:",[1444,1446],{"type":129,"attrs":1445},{"color":773},{"type":38},{"text":1448,"type":22,"marks":1449}," The minimum is high for anyone looking for entry-level advice.",[1450],{"type":129,"attrs":1451},{"color":773},{"type":795,"content":1453},[1454],{"type":18,"attrs":1455,"content":1456},{"textAlign":34},[1457,1463],{"text":1458,"type":22,"marks":1459},"Fee-focused investors: ",[1460,1462],{"type":129,"attrs":1461},{"color":773},{"type":38},{"text":1464,"type":22,"marks":1465},"A 1.00% starting advisory fee may be less appealing to people who mainly compare on price.",[1466],{"type":129,"attrs":1467},{"color":773},{"type":795,"content":1469},[1470],{"type":18,"attrs":1471,"content":1472},{"textAlign":34},[1473,1479],{"text":1474,"type":22,"marks":1475},"Self-directed or digital-first users: ",[1476,1478],{"type":129,"attrs":1477},{"color":773},{"type":38},{"text":1480,"type":22,"marks":1481},"The public materials emphasize advisor interaction, not a feature-rich app-based experience.",[1482],{"type":129,"attrs":1483},{"color":773},{"type":764,"attrs":1485,"content":1486},{"level":766,"textAlign":34},[1487],{"text":1488,"type":22,"marks":1489},"Global Wealth Management: Is it secure?",[1490,1492],{"type":129,"attrs":1491},{"color":773},{"type":38},{"type":18,"attrs":1494,"content":1495},{"textAlign":34},[1496],{"text":1497,"type":22,"marks":1498},"Yes, Global Wealth Management is secure. It is an SEC-registered investment advisor, does not hold client assets directly, and requires clients to use a qualified custodian. ",[1499],{"type":129,"attrs":1500},{"color":773},{"type":18,"attrs":1502,"content":1503},{"textAlign":34},[1504],{"text":1505,"type":22,"marks":1506},"The firm recommends Charles Schwab or Interactive Brokers, while clients continue to receive account statements from the custodian and quarterly portfolio reports from the firm.",[1507],{"type":129,"attrs":1508},{"color":773},{"type":18,"attrs":1510,"content":1511},{"textAlign":34},[1512],{"text":1513,"type":22,"marks":1514},"On the operational side, the firm maintains physical, procedural, and electronic safeguards to protect client information.",[1515],{"type":129,"attrs":1516},{"color":773},{"type":764,"attrs":1518,"content":1519},{"level":766,"textAlign":34},[1520],{"text":1521,"type":22,"marks":1522},"Global Wealth Management: Customer service",[1523,1525],{"type":129,"attrs":1524},{"color":773},{"type":38},{"type":18,"attrs":1527,"content":1528},{"textAlign":34},[1529],{"text":1530,"type":22,"marks":1531},"Customer service is advisor-led. The firm notes it begins new relationships with a financial data-gathering meeting and then conducts semi-annual portfolio reviews with clients, with additional reviews available when needed or requested. ",[1532],{"type":129,"attrs":1533},{"color":773},{"type":18,"attrs":1535,"content":1536},{"textAlign":34},[1537],{"text":1538,"type":22,"marks":1539},"It also lists phone, email, and a contact form.",[1540],{"type":129,"attrs":1541},{"color":773},{"type":764,"attrs":1543,"content":1544},{"level":766,"textAlign":34},[1545],{"text":1546,"type":22,"marks":1547},"Global Wealth Management: Mobile app",[1548,1550],{"type":129,"attrs":1549},{"color":773},{"type":38},{"type":18,"attrs":1552,"content":1553},{"textAlign":34},[1554],{"text":1555,"type":22,"marks":1556},"Global Wealth Management (GWM) does not disclose a dedicated, proprietary mobile 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