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Global Vision Advisors LLC (Norwell)


Global Vision Advisors LLC is an adviser based in Norwell. It manages $48.77 million of regulatory assets for 273 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Massachusetts.

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Global Vision Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Vision Advisors: assets under management

The assets under management (AUM) of Global Vision Advisors LLC is $48.77 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.91 million in discretionary accounts and $5.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $167.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Vision Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Norwell

The principal office where Global Vision Advisors LLC performs its advisory services is located at 101 Longwater Circle, Norwell, MA 02061, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-740-8883 or by fax 781-740-0553. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.globalvisionadvisors.com.


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