Global Wealth Advisors (GWA) is a registered investment advisory firm offering asset management, financial planning, and retirement plan services. GWA works with individuals, pension plans, trusts, estates, charities, corporations, and other investment professionals. GWA is independent and does not accept commissions for securities recommendations or transactions. Before starting an engagement, GWA offers a free consultation to discuss available services and determine if a client-advisor relationship is possible.
Assets Under Management$100M
Clients74
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.50% |
Fees are negotiable for assets over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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