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Credentials
Series 65
Experience Industry experience
11 years
Location
Hanna, UT
Global View Capital Management LLC
Multi-team
Stephen Roberts is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 11 years of industry experience. He has been involved with multiple related entities since 2014 and is also a founding partner and developer at MLine Technologies, Inc., a software development firm. His professional background includes software development, consulting, and managing advisory and insurance services within the Global View Capital network. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs technical and quantitative investment strategies supported by an in-house algorithmic research platform and offers a range of managed account solutions, including a low-cost ETF-only option and access to third-party managers.
Based on Global View Capital Management LLC
Based on Global View Capital Management LLC
$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%
Up to $350 per hour for financial planning services.
Low-Cost Program: 0.4% Program Fee plus up to 1.4% advisor fee on commission-free ETF-only platform with $2,000 minimum.
Account minimum: $2,000 Minimum fee: Accounts under $15,000 charged a non-refundable setup fee up to 3% of initial balance or $350, whichever is less. Fee-only: Financial planning fees up to $350 per hour.
Hanna, UT
Hanna UT
Advisors at this office
1
Utah
11 years of industry experience
MLine Technologies, Inc.
2020 - Present • 6 years
Highland, UT
Independence Enterprises Trust
2017 - Present • 9 years
Lehi, UT
Global View Captial Advisors, Llc
2014 - Present • 12 years
Waukesha, WI
Global View Capital Insurance Services, Llc
2014 - Present • 12 years
Waukesha, WI
Global View Capital Management, Llc
2014 - Present • 12 years
Waukesha, WI
Independence Enterprises, Inc.
2001 - 2017 • 16 years
Highland, UT
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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