Global View Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Page 6 Clients will be charged an agreed upon rate not to exceed $350 per hour, plus out- of-pocket expenses for the initial plan consultation and annual review of the plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Global View Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The client pays GVCM advisory fees in arrears of receiving services.”
• “Should any party to the agreement terminate the agreement before the end of a billing period, any fees that GVCM has earned are immediately due and payable, where any unearned fees will be refunded on a pro-rata basis.”
• “Cash can be used as a strategic holding for an indefinite period depending on market conditions and will be billed on as an asset class.”

How Global View Capital Management LLC’s fees compare

• Its hourly rate of $350 is above the Wisconsin median of $300. 61% of the 95 other Wisconsin planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Waukesha that publish an hourly rate charge less.

About Global View Capital Management LLC

• Firm size: 122 employees.
• Registered as an adviser: 2011 (15 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

3,786

Employees

122

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$775,151,544

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

158292

Website

gvcadvisors.com (opens in new tab)

Phone

(262) 650-1030

Can advise clients in 40 states: Alaska, Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Wyoming

Other planners in Waukesha that publish fees

• Iag Wealth Partners, LLCWaukesha$75⁠-⁠$300/hr, $1,200
• Launch Wealth ManagementWaukesha$300/hr, $2,500
• 401K Investment ProfessionalsWaunakee$250/hr
• 808 InvestmentsEllsworth$200⁠-⁠$500/mo
• A-Team AdvisorsMedford$500/hr
• Adler FinancialOregon$175/hr

Compare all 5 planners in Waukesha