Global Investment Company fees and pricing
Financial planner in Oakland, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Global Investment Company charges $375 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“Our hourly fee is $375 and payable in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Global Investment Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The advisory fee is billed and payable and payable, monthly in advance, based on the balance at end of billing period.”
- “Our advisory fee is negotiable, depending on individual client request and/or circumstances.”
- “We send you an invoice showing the amount of the fee, the value of the assets on which the fee is based, the time period covered by the fee, and the specific manner in which the fee was calculated.”
How Global Investment Company’s fees compare
- Its hourly rate of $375 is above the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
- 10 of the 14 other planners in Oakland that publish an hourly rate charge less.
About Global Investment Company
- Firm size: 3 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 103
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and other services
- Assets managed
- $16,689,921
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281316
- Phone
- (510) 835-8300
Can advise clients in 2 states: Arizona, California
Other planners in Oakland that publish fees
- Brooker Wealth ManagementOakland$200-$275/hr
- Communitas Financial Planning PBCOakland$300/hr, $600-$6,000
- Contango Wealth Management LLCOakland$250-$325/hr, $750-$5,000
- Ella Financial AdvisingOakland$400/hr, $10,000-$30,000
- Gibson Monroe Wealth AdvisorsOakland$5,000-$20,000
- Greenbook FinancialOakland$500/hr, $4,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.