Global Vantage Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Global Vantage Wealth Management serves a small roster of individual and high‑net‑worth clients, managing approximately $75 million for about 32 households. The firm offers tailored investment management alongside comprehensive financial planning services including business planning, estate and tax considerations, and cross‑border family issues.
GVWM builds individualized investment policy statements and typically implements those plans with a passive, asset‑class approach using index mutual funds and ETFs, while also applying fundamental analysis where appropriate. The firm reports its assets as non‑discretionary, meaning it seeks client approval before executing trades and generally does not trade without client consent.
Noteworthy for an independent advisory practice of its size, GVWM emphasizes non‑discretionary relationships and advises families with international financial ties, addressing currency, immigration, and worldwide asset issues. The firm maintains a small client base with relatively high assets per client and, for investment management clients, does not provide separate written performance reports.
Client services
Expertise
Fee options
Financial planning fixed fees range from $3,000 to $80,000 annually, billed quarterly, negotiable
$100,000 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,000+: 0.65%
$250.00 per hour (for financial planning under special circumstances)
Account minimum: $100,000
Main office
Encinitas CA
Advisors at this office
1
Most active in
California
Also doing business as
Global Vantage Wealth Management · Panoptic Global Financial · Shu Labeaux Inc Dba Global Vantage Wealth Management · Shu Labeaux Inc Dba Panoptic Global Financial
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
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