Global Vision Financial Services

RIASEC Registered

Total AUM

$70.1M

Discretionary

$31.1M

44% of AUM

Avg account

$2.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 304372
Custodians: THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, JOHN HANCOCK FINANCIAL NETWORK, SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Global Vision Financial Services operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm focuses on providing financial planning services and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. With a client base primarily composed of individuals and families, Global Vision Financial Services employs a fee structure based on a percentage of assets under management (AUM) as well as hourly charges. The firm does not engage in capital allocation or active ESG investing and is not classified as a multi-state adviser or pension consultant.