Global Wealth Management Investment Advisory, INC.
Global Wealth Management Investment Advisory offers comprehensive financial services, including investment portfolio management and personalized financial planning covering retirement, taxes, estate planning, insurance, and cash flow analysis. The firm tailors its services to individual client needs and utilizes model portfolios. Clients can also participate in educational workshops on topics like taxes and retirement income. Global Wealth Management Investment Advisory works with individuals, high-net-worth clients, charitable organizations, and businesses.
Fee Structure
Global Wealth Management Investment Advisory provides asset management through a wrap fee program, where you pay a single bundled fee based on the value of your portfolio that covers transaction and custodian costs. The exact fee schedule is detailed in the firm's separate wrap fee regulatory filing.