CA
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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.

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Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
February 2024 - Present · 1 yr 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.