Charles Boling Jr.
Advisor at Global Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Global Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72212
Credentials
Series 63, Series 65
Industry experience
24 years
Charles Boling Jr. is a financial advisor at Global Wealth Management, Inc. in Little Rock, AR, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global Wealth Management since 2000. Boling is also a licensed insurance agent in Arkansas, spending less than 10% of his time on insurance-related activities separate from his advisory work. Global Wealth Management provides personalized wealth management and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm employs a passive, asset-class investing approach based on Modern Portfolio Theory, using institutional no-load mutual funds and ETFs, and offers discretionary management with regular reviews and rebalancing.
Based on Global Wealth Management, Inc.
Fixed fees offered; specific amounts not stated
$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
Hourly charges offered; specific rates not stated
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
7 Sugar Maple Court, Suite 100
Little Rock, AR 72212
Arkansas · Texas
Global Wealth Management Inc
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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