Global View Capital Management LLC
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Overview
Global View Capital Management LLC operates as a financial advisor firm based in Waukesha, Wisconsin. The firm handles $591.2 million in assets under management across 6,335 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). The firm has a large team, including 93 financial advisors. Global View Capital Management LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets like options, bonds and stocks.
Global View Capital Management LLC administers all of the firm's client assets on a discretionary basis. Discretionary management means that an investment advisor makes transaction judgments for the client's account without requiring client consent. The advisory firm manages roughly $93,318 for every account. The typical financial advisor at Global View Capital Management LLC oversees about 68 client accounts, making it about average in terms of personalization.
Global View Capital Management LLC's central office is at N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, Wisconsin 53188. It is legally registered to serve investors throughout 32 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Global View Capital Management LLC by the Numbers
$591.2 million
117
6,335
$93.3 thousand
Products and Services
Global View Capital Management LLC provides multiple financial services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. In the prior fiscal year, the company provided 11-25 of its clients with financial planning services. The company does sell products or offer services other than investment advice to its clients. The company also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually depend on the type of services provided. Fee types billed by the company can be comprised of any combination of the following fee types: asset-based, fixed or other. Global View Capital Management LLC participates in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Global View Capital Management LLC caters to retail investors and pension plans. Out of its 6,335 customers, Global View Capital Management LLC's largest client is retail investors. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 99.54%
- Corporations - 0.46%
- Charitable Organizations - 0%
* 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 View Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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