Global Wealth Management Investment Advisory, INC.
Assets Under Management
$529.1M
Number of Clients
1,382
Number of Advisors
12
Average Client AUM
$383K
AUM per Advisor
$44.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Global Wealth Management Investment Advisory, Inc. provides asset management services through a wrap fee program and financial planning services covering various topics like retirement, estate, and education planning. They also offer educational workshops. Advice is tailored to individual client needs.
Fee Structure
Financial planning fees range from $500 to $10,000 for full services, depending on complexity. Modular financial planning services are billed hourly at $300-$500 per hour. Ongoing financial planning services range from $500 to $10,000 per year, billed quarterly. Workshops are complimentary. There is no minimum investment amount required by GWMIA, but sub-advisors may have minimums.
Areas of Practice
Location
1301 East Broward Blvd, Suite 200, Fort Lauderdale, FL, 33301