Global Advisors, LLC

Overview

Global Advisors, LLC is a California-registered limited liability company owned by an individual that combines advisory services with brokerage and other financial-product activities. The firm offers financial planning and portfolio management for individuals and small businesses, and it lists pension consulting among its advisory services. It also produces periodic publications and runs educational seminars and workshops as part of its client-facing offerings. On the transactional side, Global Advisors conducts business as a real estate broker and an insurance broker, and it provides accounting services alongside other financial product sales. Its client fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not identify itself as an active ESG investor and is not organized as a multi-state adviser.

Investments & Alternatives

Location & Offices