Global Value Investment Corporation

CRD#144260
Investment Advisor Firm

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Learn more about Global Value Investment Corporation

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Global Value Investment Corporation is located at 1433 N Water Street, Milwaukee, WI. The firm employs 6 financial advisors to manage client portfolios and provide financial guidance. Global Value Investment Corporation is not a registered broker-dealer.

    Global Value Investment Corporation oversees $171.1 million in assets under management across 444 accounts, of which 434 are discretionary and 10 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The firm caters to retail investors, high net worth investors, pooled investment vehicles, charitable organizations, other investment advisers, and corporations, with retail investors being the largest client type by accounts. The fee structure at Global Value Investment Corporation includes asset-based and performance-based fees. The firm has 22 high net worth clients.

    Global Value Investment Corporation is registered in the states of Arizona, California, Florida, Illinois, Massachusetts, Montana, New Jersey, New York, South Carolina, Texas, Washington, Wisconsin, and Wyoming.

    Assets Under Management

    $171.1 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    1433 N Water Street
    Milwaukee, WI 53202

    Global Value Investment Corporation by the Numbers

    Total Assets Under Management

    $171.1 million

    National Average: $8.6 billion
    Total Number of Employees

    8

    National Average: 64
    Total Number of Accounts

    444

    National Average: 375,227
    Average Account Size

    $385.3 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice typically depend on the services provided. Fees billed by Global Value Investment Corporation most likely include some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Global Value Investment Corporation.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a broad range of customers. The company caters to retail investors, high net worth investors, pooled investment vehicles, charitable organizations, other investment advisers, and corporations. Out of its 6 clients, Global Value Investment Corporation's largest client type by number of accounts is high net worth investors, although it also manages money for 22 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 18.33%
    • Other Individuals - 76.67%
    • Corporations - 3.33%
    • Charitable Organizations - 1.67%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Global Value Investment Corporation does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Global Value Investment Corporation

    Malcolm Maclaren
    Milwaukee, WI
    Thomas Molosky
    Milwaukee, WI
    James Geygan
    Princeton, NJ
    Jeffrey Geygan
    Milwaukee, WI

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