Global Wealth Management Investment Advisory, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Global Wealth Management Investment Advisory (GWMIA) offers investment advice and financial planning services. GWMIA provides asset management through a wrap fee program and financial planning services covering investment, retirement, risk management, estate, insurance, college, asset allocation, cash flow, and healthcare. GWMIA also offers educational workshops. GWMIA may recommend clients participate in a wrap fee program offered by AE Wealth Management, LLC (“AEWM”), a non-affiliated investment adviser.
Assets Under Management$530M
Clients1,382
Advisors10
Avg. per Client$380K
Avg. per Advisor$53M
Fee Structure
For information on Global Wealth Management Investment Advisory's (GWMIA) asset management fees, please see their Wrap Fee Brochure (ADV Part 2A Appendix 1).
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