Overview
- Headquarters
- Palm Beach Gardens, FL
- Total Firm Assets
- $450 million
- Average High-Net-Worth Client Portfolio Size
- $3.2 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: GLOBAL TRUST - PART 2A - FIRM BROCHURE JUNE 2026 (2026-07-15) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 2.00% |
| $2,000,001 | $10,000,000 | 1.25% |
| $10,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $77,500 | 1.55% |
| $10 million | $140,000 | 1.40% |
| $50 million | $540,000 | 1.08% |
| $100 million | $1,040,000 | 1.04% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 78.91%
- Number of High-Net-Worth Clients
- 111
- Total Client Accounts
- 799
- Discretionary Accounts
- 768
- Non-Discretionary Accounts
- 31
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 143120
- GLOBAL TRUST - PART 2A - FIRM BROCHURE JUNE 2026 (2026-07-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗