Global Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,060,799
Clients
34
Advisors
1
of 1 employees
About
Global Advisers advises individuals, families, trusts, estates, charitable organizations, businesses, and plan sponsors, offering investment management, wealth management, financial planning, family office services, managed philanthropy, business advisory services, employee retirement‑plan advice, and insurance planning and placement. Clients sign written agreements for standalone planning or ongoing discretionary management and account supervision.
The firm applies Modern Portfolio Theory with a top‑down analytical framework to develop client‑specific investment policies and conducts discretionary portfolio management with periodic monitoring and rebalancing. Portfolios may include a wide range of instruments — including options and other derivative strategies, cryptocurrency‑related investments, individual securities, mutual funds, and ETFs — and the firm supplements advice with a RightCapital financial‑planning portal and no‑cost educational seminars.
Noteworthy features for a small independent adviser include an unusually broad office footprint (11 offices) and an explicit managed‑philanthropy practice that works with charitable organizations and donor‑advised funds (including Schwab Charitable). The firm also engages in licensed insurance activities through a separately organized insurance agency, offers ERISA Section 3(38) plan‑level discretionary management, and makes individualized participant accounts available via a Schwab Company Retirement Account option.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees range from $1,000 to $2,000
$1 - $50,000: 2.00% $50,000.01 - $100,000: 1.75% $100,000.01 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $10,000,000: 1.00% Over $10,000,000+: 0.75% $0 - $10,000,000: 0.35% (Fixed Income, first $10M) Next $10,000,000++: 0.25% (Fixed Income, over $10M)
Commissions and renewal compensation from sale of insurance products and fixed/fixed-indexed annuities
Financial planning at $250/hour
Account minimum: $500,000 Fee-only: Investment management fees, financial planning fees described separately; no commissions on advisory fees
Main office
1650 Market Street, 3600
Philadelphia PA 19104
Advisors at this office
1
Most active in
California · Florida · Pennsylvania
Also doing business as
Galleon Wealth Management · Global Advisers · Global Advisers, LLC · Rich Legacy · Wall Street Global Advisers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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