Global Wealth Management, LLC fees and pricing

Financial planner in Lansdale, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 27, 2025, Global Wealth Management, LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 27, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “Annualized Fee From $0.01 to $1,000,000 2.00% Above $1,000,000 1.00% For ﬁnancial planning services, GWM has a standard fee rate of $500 per hour, and a minimum fee amount of $500, both of which are nego able.”

Payment and refund terms, quoted from the fee section of the brochure.

“Paid in Advance GWM does not charge asset management fees in advance.”
“In the event of termina on of ﬁnancial planning or asset management services provided by GWM, there will be a refund by payment of check from GWM for any fees paid in advance.”

Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
3 of the 3 other planners in Lansdale that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2021 (5 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 330349
Phone: (484) 380-5290

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.