Global Wealth Management

Retirement Planning Firm in Fort Lauderdale, FL

Firm Info
Address: 2810 E Oakland Park Blvd, Fort Lauderdale, FL 33306, USA
Phone: (954) 533-7144

Firm Size
Assets Under Management: $288.4 million
# of Advisors: 4
# of Clients: 301
Client to Advisor Ratio: 75:1
Average Account Size: $958,173
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Global Wealth Management, LLC Overview

Global Wealth Management, LLC is a registered investment advisory firm based in Kingston, New Jersey. The firm offers investment advice only, focusing on financial planning, portfolio management for individuals and small businesses, and pension consulting services. With a fee-only arrangement, the firm does not receive commissions or compensation from any investment products, ensuring unbiased advice and recommendations. Founded in 2010, Global Wealth Management, LLC has been in business for over a decade, serving clients with personalized solutions tailored to their unique goals and needs. The firm's team of experienced advisors brings a deep understanding of the financial industry and markets, providing clients with sound investment strategies and comprehensive guidance. As a fee-only firm, Global Wealth Management, LLC places clients' interests first, aiming to provide transparent and understandable investment advice. Clients benefit from customized financial plans, ongoing portfolio management, and pension consulting services focused on maximizing their returns while managing risk. Overall, Global Wealth Management, LLC is a reputable firm that prioritizes clients' financial goals, offering expert investment advice and solutions.

Fort Pitt Capital Group, LLC provides an array of investment services to a diverse client base. Serving individuals, high net worth individuals, investment companies, pension or profit sharing plans, charitable organizations, state or municipal government entities, insurance companies and other corporation types not listed, the firm is prepared to meet any investment need. Fort Pitt Capital Group, LLC boasts a wide range of fee structures tailored to the specific service provided. For example, for investment management services, clients may be charged a percentage of assets under management (AUM) while for financial planning services, a fixed fee may be more appropriate. All fee structures are transparent and agreed upon upfront, ensuring clients know exactly what they are paying for the service provided.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Global Wealth Management, LLC generally requires a minimum account size of $500,000 for Investment Management Services.

How This Office Can Help Fort Lauderdale, FL Residents

Global Wealth Management, a financial and investment advisory firm, offers comprehensive wealth management services for clients in Fort Lauderdale, FL and surrounding areas. The firm has a team of experienced and knowledgeable financial experts who provide personalized advice and solutions to help clients achieve their financial goals and objectives. The specific financial situations that someone living in Fort Lauderdale, FL may face can vary depending on factors such as age, income, and lifestyle. For example, many residents of the city may be retired or nearing retirement age, and require assistance with estate planning, retirement income planning, and wealth preservation. Others may be looking to grow their wealth by investing in the stock market or other assets, and require investment management services and guidance to achieve their financial objectives. Global Wealth Management helps clients in Fort Lauderdale, FL navigate these complex financial challenges by offering tailored solutions that are designed to meet their specific needs and goals.

To view the Minimum Investment and Fee Schedule for Global Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Global Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Global Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2810 E Oakland Park Blvd, Fort Lauderdale, FL 33306, USA
Phone (954) 533-7144
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 4428 ROUTE 27, BLDG C, SUITE 2, KINGSTON, NJ 8528, United States

This firm has no other locations.

State Registrations

Global Wealth Management, LLC is registered to service clients in the following states:

  • Georgia
  • New Jersey
  • New York
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Global Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs