Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries - consisting of five Advisors and support staff - work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER™ Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys
to satisfy your needs.
Because we are not affiliated with a major investment bank, we do not sell
proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our clients', with the end goal of always helping the client attain their goal.
Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.
See Disclosures
Firm Start Year
2004
No. of Employees
5-9
CRD#
4798512
Firm CRD#
145499
Name of Custodial Firm
Schwab Institutional, TD Ameritrade Institutional
States Licensed in
SC
Years of Experience in Financial Services
15
Number of Years with Current Firm
13
Work Experience
Financial Service work experience:
Formerly with Merrill Lynch. Now with Global View
Registered Investment Advisor.
Work with the following types of clients
Individual Investors, Businesses, Non-Profit Organizations
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Certifications, Accreditations & Designations
CFP®
Financial Organization Memberships
National Association of Personal Financial Advisors (NAPFA)
Firm's Number of Clients
425
Firm's Number of Planning Clients
425
Firm's Number of Managed Clients
425
Assets Managed by Firm
$295,000,000
Advisor's Number of Clients
100
Advisor's Number of Managed Clients
100
Advisor's Number of Planning Clients
100
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Flat Fee, Based on Assets
Fee % Based on Assets
1
Bachelor of Arts - Finance
Wofford University
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1816885/financialplanners-Global-View-Investment-Management-detailed-disclosure.html
Investment Advisory Services offered through Global View Investment Advisors LLC. a Registered Investment advisor.