Overview

Headquarters
Scottsdale, AZ
Total Firm Assets
$1.6 billion
Average High-Net-Worth Client Portfolio Size
$12.8 million

Fee Disclosure

Source: ADV PART 2A-GLOBAL STRATEGIC INVESTMENT SOLUTIONS (2026-09-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 0.15% – 0.70%

Stated Minimum Annual Fee: $25,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $25,000 2.50%
$5 million $35,000 0.70%
$10 million $70,000 0.70%
$50 million $350,000 0.70%
$100 million $700,000 0.70%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
72.96%
Number of High-Net-Worth Clients
92
Total Client Accounts
401
Discretionary Accounts
385
Non-Discretionary Accounts
16

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
175300
  • ADV PART 2A-GLOBAL STRATEGIC INVESTMENT SOLUTIONS (2026-09-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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