Firm
Global Wealth Management
Kingston, New Jersey
Fee-only
Global Wealth Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 61 individual clients, 31 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 204 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Kingston, New Jersey |
|---|---|
| Website | globalwealthllc.com |
| Phone | (609) 452-2929 |
Global Wealth Management fees
Global Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $246 million |
| Individual clients | 30 |
| High-net-worth clients | 31 |
| Accounts managed | 204 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-71368) |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 153677 |
Advisors at this firm (2)
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