Global Wealth Strategies & Associates provides personalized investment management, financial planning, and consulting services for individuals, families, and business owners. The firm manages investment portfolios using a top-down tactical approach across equities, exchange-traded funds, mutual funds, and fixed income, and may also utilize third-party sub-advisors or direct indexing strategies. In addition to portfolio management, Global Wealth Strategies & Associates offers holistic financial planning covering retirement, estate, tax, and cash flow objectives, with access to an online financial planning portal. Clients can also receive specialized consulting on specific topics, trustee administrative support, and coordination with outside accountants or estate attorneys. Investment accounts are primarily held at Charles Schwab & Co., and the firm operates on a discretionary basis where portfolio decisions are made according to each client's established profile.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Specific fees are set in your agreement and may vary based on account size and portfolio complexity. A $1,500 annual minimum fee applies.