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Charles Boling III

Advisor at Global Wealth Management, Inc.

Updated today

Location

Little Rock, AR 72212

Credentials

Series 65

Industry experience

18 years

About

Charles Boling III is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Global Wealth Management, Inc. in Little Rock, AR since 2007. Global Wealth Management, Inc. provides personalized wealth management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on passive, asset-class investing and strategic asset allocation using institutional no-load mutual funds and ETFs, with most assets managed on a discretionary basis.

Client services

Based on Global Wealth Management, Inc.

Financial planning Portfolio management Selection of other advisers

Occupation focus

Based on Global Wealth Management, Inc.

Executive Founder/Business Owner Retired

Fee options

Fixed

Fixed fees offered; specific amounts not stated

Percentage

$0 - $250,000: 1.40% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $5,000,000: 0.40% annually $5,000,001+: Negotiable

Project-based

Hourly charges offered; specific rates not stated

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee of $3,500, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted

Location

7 Sugar Maple Court, Suite 100

Little Rock, AR 72212

Most active in

Arkansas · Texas

Work history

Global Wealth Management Inc

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Roy S

CFP®, Series 63, Series 66

Little Rock, AR

Crosscurrent Wealthmanagement, LLC

Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.

General retirement planning Income planning
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Elijah C

Series 63, Series 65

Little Rock, AR

Valuepoint Partners, Inc.

Elijah Cunningham is a financial advisor at Valuepoint Partners, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Valuepoint Partners since 1994. Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing approximately $15.4 million for a limited client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a value-driven, contrarian investment approach across multiple separate-account strategies, emphasizing mispriced or overlooked opportunities and often utilizing convertible securities and yield-oriented instruments as alternatives to traditional fixed income.

Active portfolio management
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Bradley S

CFP®, Series 63, Series 66

Little Rock, AR

Caprock Wealth Management

Bradley Smith is a CFP® with 14 years of industry experience and is the principal of CapRock Wealth Management. He has worked previously at Meridian Investment Advisors, LPL Financial, Farmers Bank and Trust, and Magnolia Banking Corporation, where he currently serves as a director. Outside of his advisory role, he manages timberland operations through a family business, BES Enterprises. CapRock Wealth Management provides investment management and financial planning services primarily to institutional clients such as retirement plans and charitable organizations, as well as individual clients. The firm employs a mix of passive and active strategies, emphasizes asset allocation and risk management, and offers fiduciary services including retirement plan consulting.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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Jason R

Series 63, Series 66

Little Rock, AR

Advanced Retirement Solutions, Inc.

Jason Redditt is a financial advisor at Advanced Retirement Solutions, Inc. in Little Rock, Arkansas, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Advanced Retirement Solutions since 2011. Outside of his advisory role, Redditt owns Workplace Financial, Inc., which is involved in the sale of life insurance and fixed annuities, and he is a partner in James and Redditt, Inc., a property and casualty insurance business. Advanced Retirement Solutions, Inc. is a fee-based advisory firm that manages portfolios for individuals, trusts, estates, charitable organizations, and business entities. The firm provides financial and retirement planning services and employs a model-based portfolio management approach that incorporates fundamental, technical, and cyclical analysis with quarterly rebalancing.

General retirement planning Wealth management Active portfolio management
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