Global Wealth Strategies and Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Upon termination, any earned fees will be billed hourly at a rate of $400/hour and any unearned fees will be refunded at an hourly rate of $400/hour.”

Monthly fee

$100⁠-⁠$1,000/mo

“Monthly fees range from $100 to $1,000/month.”

Annual fee

$400⁠-⁠$25,000/yr

“The fixed fees range from $400 to $25,000 annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Global Wealth Strategies and Associates, LLC bills

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

• “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis.”
• “Advisory fees are billed quarterly in advance and calculated based on the end of period balance of the account(s).”
• “The initial advisory fee is prorated for the number of days that Client’s account(s) is under Adviser’s management and is billed based on the value of the account(s) when the account(s) has been funded.”

How Global Wealth Strategies and Associates, LLC’s fees compare

• Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
• 29 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its annual fee of $400-$25,000 spans the Colorado median of $7,750. 68% of the 57 other Colorado planners that publish an annual fee charge less.
• 10 of the 17 other planners in Denver that publish an annual fee charge less.

About Global Wealth Strategies and Associates, LLC

• Firm size: 10 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

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

1.5% a year

Clients

921

Employees

10

Works with

Individuals, high net worth individuals, and business development companies

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services

Assets managed

$456,960,110

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

316072

Website

gwsa.us (opens in new tab)

Phone

(720) 420-4870

Can advise clients in 21 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Massachusetts, Michigan, Minnesota, Montana, North Carolina, Nebraska, New Hampshire, New Mexico, Nevada, New York, Oregon, South Dakota, Texas, Utah

Other planners in Denver that publish fees

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• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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