Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,382 clients
Average Client Portfolio
$383K average
Assets Under Management
$529.1M

Fee Structure

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Location

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

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History

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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Other Business Activities

John owns Mosaic Golf, a golf-specific mobile app for tracking scores and other KPIs. He spends a few hours per week on this activity.

Employment History
Current Registrations
Global Wealth Management Investment Advisory, INC.
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.