Global Wealth Management, Inc.

Global Wealth Management, Inc. is a fee-only financial planning and investment management firm founded in 2001 by Charles Herbert Boling, Jr. The firm specializes in providing personalized wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. They offer services such as financial objective determination, cash flow management, investment management, education funding, retirement planning, and estate planning. The firm does not sell annuities, insurance, stocks, bonds, or other commissioned products. They provide both discretionary and non-discretionary investment advice, with clients maintaining control over their assets. The firm charges fees based on a percentage of assets under management, with a minimum annual fee of $3,500. GWMI primarily invests in no-load mutual funds, exchange-traded funds, and digital assets like Bitcoin and Ethereum. The firm follows a passive asset class investing strategy and emphasizes long-term growth while managing risk. They conduct periodic reviews of client accounts and provide detailed account statements. GWMI does not engage in performance-based fees and does not vote client securities proxies. The firm maintains strict confidentiality and security measures for client information. Additionally, GWMI does not accept referral fees and is committed to acting in the best interests of its clients.