Valencia Wealth Management Services

Our advisory fees are based on a percentage of assets under management (AUM), calculated on a tiered schedule:

• 1.00% on the first $500,000
• 0.80% on the next $500,000
• 0.60% on the next $1,000,000
• 0.40% on assets over $2,000,000

This structure aligns our interests with yours, as your portfolio grows, you benefit from lower marginal rates. We provide full transparency about our fees before you engage our services, and you can review our complete fee schedule in our ADV Part 2 disclosure.

A Certified Financial Planner (CFP®) is a financial professional who has met rigorous education, examination, experience, and ethics requirements set by the CFP Board. CFP® professionals must complete a bachelor's degree, pass a comprehensive exam, have three years of financial planning experience, and adhere to fiduciary standards that require putting clients' interests first.

An Accredited Investment Fiduciary (AIF®) is a professional designation awarded by the Center for Fiduciary Studies. AIF® designees have demonstrated a thorough knowledge of fiduciary responsibility and the ability to implement investment best practices. This designation signifies that an advisor has met rigorous training standards and is committed to managing investments in the best interest of their clients, following a prudent investment process.

As an independent Registered Investment Adviser (RIA), Global Financial Advisory Services is registered with the SEC and legally required to act as a fiduciary, putting your interests first. Unlike advisors at large banks or wirehouses who may be limited to proprietary products or earn commissions on sales, our independence means we have no conflicts from corporate sales quotas or in-house investment products. We select investments solely based on what's best for you, with full transparency about our fees and recommendations.

A fiduciary financial advisor is legally obligated to act in your best interest at all times. Unlike advisors held to a suitability standard, fiduciaries must put your needs ahead of their own and disclose any potential conflicts of interest. Our advisors are both CFP® professionals and Accredited Investment Fiduciaries® (AIF®), which means they adhere to the highest fiduciary standards in the industry.

Evidence driven investing is an approach backed by decades of academic research and the work of Nobel Laureates. Rather than trying to time the market or pick individual stocks, this strategy focuses on factors proven to deliver long term returns: broad diversification, exposure to small and value companies, low costs, and maintaining discipline through market cycles.

Design | Build | Protect is our comprehensive wealth management methodology. Design involves understanding your unique goals, values, and circumstances. Build creates a customized financial plan using evidence driven strategies. Protect provides ongoing monitoring, education, and adjustments to keep your plan on track as life evolves.

We offer comprehensive financial planning services including retirement planning, investment management, tax optimization strategies, risk management, estate planning coordination, college funding planning, and socially responsible investing. Our holistic approach considers all aspects of your financial life and how they interconnect.

From our Valencia office at 23822 Valencia Blvd., we serve clients throughout the Santa Clarita Valley, including Valencia, Santa Clarita, Stevenson Ranch, Newhall, Canyon Country, Saugus, Castaic, and surrounding communities in northern Los Angeles County. We also serve clients across the United States through virtual meetings.

You can schedule a complimentary initial consultation by booking online, emailing info@gbmi.com, or calling our Valencia office at (661) 286-0044. We offer complimentary discovery meetings to discuss your financial goals and determine if we're a good fit for your needs.