Olaf Herr is a registered investment advisor at Global Wealth Management, L.C., based in Deerfield Beach, FL, with 2 years of industry experience. Olaf operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum quarterly fee of 0.3% of total assets under management, which may be lowered at GWM's discretion.
Fee Estimator
Location
625 SE 10th Street, Building 3, Deerfield Beach, FL, 33441
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Olaf is a partner and client relationship manager at NHP Asset Management AG in Zurich, Switzerland, since 2010. He works full-time, including about a quarter of his time during securities trading hours, advising clients and managing risk for a non-US based client.
Employment History
Current Registrations
Global Wealth Management, L.C.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.