Advisor at Global Wealth, LLC
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.
Firm
Global Wealth, LLC
Location
Colorado Springs, CO 80920
Credentials
Series 63
Industry experience
30 years
James Palumbo is a financial advisor with Global Wealth, LLC in Colorado Springs, CO, holding a Series 63 designation and 30 years of industry experience. He previously worked at Oxford Asset Management, LLC for 23 years and Dynamic Advisor Solutions, LLC for 4 years. In addition to advising, he is an author and publisher of six books and serves in volunteer leadership roles for several nonprofit organizations. Global Wealth, LLC provides portfolio management and financial planning services to individuals, households, corporations, and charitable organizations. The firm uses client-specific investment policies and a combination of fundamental and technical analysis along with Modern Portfolio Theory to manage approximately $14.9 million in discretionary assets.
Based on Global Wealth, LLC
$0 - $99,999.99: 2.50% $100,000 - $249,999.99: 1.98% $250,000 - $749,999.99: 1.50% $750,000 - $999,999.99: 1.25% $1,000,000+: 1.00%
Fee-only: Asset-based fees only, no commissions or other fee types indicated.
1755 Telstar, 3 Rd Floor, #300
Colorado Springs, CO 80920
Colorado · Texas
Global Wealth, LLC
2022 - Present (4 years)
Dynamic Advisor Solutions, LLC
2018 - 2022 (4 years)
Oxford Asset Management, LLC
1995 - 2018 (23 years)
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Lawyer
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Real estate agent
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Other specialized services
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