GLOBAL FINANCIAL PRIVATE CLIENT
Sarasota, Florida
Global Financial Private Client is a reputable investment advisory firm headquartered in Sarasota, FL. With one office location, they offer personalized financial solutions to a diverse clientele. Comprising a team of six dedicated professionals, five of whom specialize in investment advisory services, Global Financial Private Client manages an average of $83,840,000 in assets per advisor, aligning with industry standards. Their compensation structure is designed to meet clients' unique needs, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees. While less than 30% of ...
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Assets Under Mgmt

$419.22M

Investment Professionals

5

Locations

0

% 401K & Individual

5%

% Discretionary

81%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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