Kurt Edward Stahl

CFP

Global Wealth Management Investment Advisory, INC.

12 Years of Experience

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Firm Information

Global Wealth Management Investment Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

1,382 clients

Average Client Portfolio

$383K average

Assets Under Management

$529.1M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:$500 - $10,000

Hourly Rate:$300 - $500/hr

Financial planning fees range from $500 to $10,000 for full services, depending on complexity. Modular services are billed hourly at $300-$500 per hour. On-going financial planning services range from $500 - $10,000 per year, billed quarterly in advance. Workshops are complimentary. GWMIA may waive the fee for financial planning or consulting services for clients currently receiving asset management services from GWMIA for an asset management fee.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

9015 Town Center Pkwy, Unit 110, Lakewood Ranch, FL, 34202

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2024

Pending

Customer Dispute

September 2019

Settled

Customer Dispute

March 2017

Withdrawn

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Other Business ActivitiesSells Insurance

Kurt is the President/Owner of Gulf Coast Financial Planning LLC since 2017, spending about a quarter of his time there. He also engages in insurance sales, specifically annuities.