Global Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Global Advisors serves individuals, high‑net‑worth clients, and retirement plans, offering discretionary and non‑discretionary asset management, comprehensive and ongoing financial planning, and ERISA plan services as either a 3(21) fiduciary or a 3(38) investment manager. The firm also provides shorter consultation engagements and, through the principal’s outside business activities, makes insurance, real estate and mortgage services available to clients with separate compensation disclosed.
The firm’s investment work uses a mix of analytical techniques — including fundamental and technical analysis, charting, cyclical analysis, Modern Portfolio Theory and Monte Carlo simulations — and can include long‑ and short‑term positions, options strategies and other trading approaches. Global Advisors discloses that it may use borrowing and derivatives in separately managed accounts and conducts periodic reviews for rebalancing and tax‑loss harvesting.
Noteworthy aspects relative to peers are the principal’s licensure and compensation arrangements as an insurance agent, real estate agent and loan officer, and the firm’s explicit pension consulting capability providing both limited‑scope and full discretionary ERISA services. The brochure also shows the advisory practice began providing investment services in 2023 and reported no client assets under management as of July 30, 2026, information prospective clients may consider when evaluating the firm’s operational scale.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees range between $2,000 and $5,000; ongoing financial planning fixed annual fee ranges from $1,200 to $24,000 paid quarterly in arrears.
$0 - $100,000: 1.25% annually $100,001 - $500,000: 1.22% annually $500,001 - $1,000,000: 1.15% annually $1,000,001+: 1.10% annually
Investment Advisor Representatives receive commissions on insurance products sold.
$150 per hour for financial planning services.
Main office
15437 Stratford Drive, Suite 1
San Jose CA 95124
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
Forms ADV
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