Global Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
200 East Big Beaver Road
Troy MI 48083-1208
Advisors at this office
1
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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