Assets Under Management (AUM) Services:

• Confidently entrust Global Advisors with your capital minimum of $20,000 to manage your portfolio investment.
• We offer our clients ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance. This includes investment strategies, selection, asset allocation, portfolio monitoring, and the overall investment program.
• Our service is fee-based, which is reasonable to the industry standard while we offer personalized service, with the fee not to exceed the safe harbor threshold. Please refer to our Disclosure Brochure, Form ADV Part 2A on the SEC’s website at www.advisorsinfo.sec.gov or contact us at www.globaladvisors.llc.
• As a fee-based firm, our advisors may sell financial products on a commission basis. This may create a conflict of interest, but the firm is a fiduciary and is required to act in the client's best interests.
• Our AUM service is offered on a discretionary or a non-discretionary basis.
• What is a Discretionary basis?
  A client will sign a limited trading authorization or equivalent with Global Advisors, who will have the authority to execute transactions in the client’s account without seeking client approval on each transaction.
• What is a Non-Discretionary basis?
  A client elects to use Global Advisors on a non-discretionary basis, Global Advisors will determine the securities to be bought or sold and the amount of the securities to be bought or sold. However, Global Advisors will obtain prior client’s approval on every transaction before executing a trade.

Please contact our principal registered investment advisor Ravdeep Bhasin who holds multiple FINRA & other financial certifications. He also holds a CA life insurance license (#4148520). His direct phone number is 408-613-3876 or ravdeep@globaladvisors.llc