Global Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$102,026,988
Total clients
74
51% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
74
Average account size
$1,378,743
About
Global Wealth Advisors provides fee-based asset management, financial planning, and retirement plan services to individual clients and also serves pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. Services include ongoing portfolio management, project or hourly financial planning with a written plan, and retirement plan advisory or implementation support in conjunction with outside plan providers.
The firm implements globally diversified portfolios consistent with modern portfolio theory, primarily using mutual funds and exchange-traded funds and relying on fundamental security analysis. Asset management engagements are ongoing and may be discretionary when authorized, and financial planning engagements can be tailored as comprehensive or focused projects.
Notably, the firm offers a complimentary client newsletter and accepts corporate and charitable organization clients—features the brochure emphasizes as part of its service mix and that are less common among independent peers. The firm’s advisory personnel are also licensed to sell life, health, and disability insurance and disclose that commissions may be earned from those insurance activities.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
General retirement planning
Charitable giving & philanthropy
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.70% annually $1,000,001 - $1,500,000: 0.50% annually $1,500,001 - Negotiable: Negotiable
$150 to $250 per hour for Financial Planning Services
Account minimum: $100,000 Fee-only: Asset management fees based on percentage of assets under management as per tiered schedule; Financial Planning $150 to $250 per hour; Project-based fees also possible
Main office location
Global Wealth Advisors LLC
200 East Big Beaver Road
Troy MI 48083-1208, United States
Number of offices
1
Most active in
Global Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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