Charles James Bosanac

Global Wealth Management Investment Advisory, INC.

3 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

1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.