Gbm Wealth Management, Inc.

**GBM Wealth Management, Inc. Summary:** **Background and Expertise:** Established in 2006, GBM Wealth Management, Inc. is a Delaware Corporation specializing in investment advisory services. The firm is registered with the SEC and offers continuous investment advice and portfolio management services to individuals, investment companies, trusts, and corporations. GBM Wealth employs a variety of investment strategies, including asset allocation across different classes such as cash, equity mutual funds, and fixed income, tailored to each client's unique needs. **Consumer-Facing Terms:** - Minimum initial investment: $10,000 for electronic platform accounts, $250,000 for other platforms (waivable) - Fee structure: Annual fees range from 0.25% to 1.5%, payable monthly in arrears - Fiduciary status: Acts in the best interests of clients - Investment discretion: Receives written discretionary authority from clients - Custody: Funds and securities held with a qualified custodian, with limited custody exercised by the firm **Advisory Business Description:** GBM Wealth conducts comprehensive analyses of securities, offering models and strategies accommodating various investing styles. The firm may suggest third-party asset manager recommendations for discretionary accounts. Clients' responsibilities include promptly updating financial information. **Investment Philosophy:** GBM Wealth focuses on long-term, diversified portfolios, with investments in equities, fixed income, mutual funds, ETFs, and other instruments. The firm emphasizes risk management and suitability based on client objectives. This summary is based on the information provided in GBM Wealth Management, Inc.'s Form ADV brochure. For further details, clients are encouraged to contact the firm directly.