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Global Wealth Management Investment Advisory, Inc.
SEC-regulated
Registered investment advisor
Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser established in Fort Lauderdale, Florida, by Andrew Costa and Grant Conness in March 2017. The firm offers asset management services, financial planning services covering various topics, and educational workshops. Clients have the option to impose restrictions on managed accounts and can receive tailored services based on individual needs. GWMIA primarily follows a value-investing strategy and may recommend a variety of investment products based on client circumstances. The firm does not primarily recommend one type of security and discloses risks associated with investing, such as market risk and company-specific risk. GWMIA does not charge performance-based fees and does not aggregate client securities transactions. Clients are encouraged to review account statements provided by the custodian and are responsible for voting proxies for securities held in their accounts. GWMIA does not vote proxies on behalf of clients. The firm does not require prepayment exceeding $1,200 in fees per client and is not subject to financial conditions that could impair meeting client commitments. GWMIA has not been subject to a bankruptcy petition.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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