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The fee is billed in arrears, is negotiable and has a $25,000 annual minimum.","source":"ADV PART 2A-GLOBAL STRATEGIC INVESTMENT SOLUTIONS, filed 21 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Global Strategic Investment Solutions use?","answer":"Global Strategic Investment Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.6B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Global Strategic Investment Solutions have?","answer":"Global Strategic Investment Solutions has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Global Strategic Investment Solutions invest in?","answer":"At the end of its last fiscal year, Global Strategic Investment Solutions’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 5% state and local bonds, 4% exchange-traded equities, 3% pooled vehicles (private funds and similar), 3% cash and equivalents, 2% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Global Strategic Investment Solutions?","answer":"Global Strategic Investment Solutions’ direct owner is Curt Thompson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Global Strategic Investment Solutions get paid?","answer":"Global Strategic Investment Solutions is paid through a percentage of assets under management. 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