GLOBAL SOLUTIONS WEALTH CONSULTANTS

Overview

Global Solutions Wealth Consultants is an LLC that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm offers a mix of billing approaches — percentage-of-AUM, hourly charges and fixed fees — which suggests a hybrid advisory model that can accommodate ongoing investment relationships as well as project-based planning or consulting engagements. The adviser does not position itself as an ESG investor and is not registered as a multi-state adviser or pension consultant. It is not identified as a capital allocator, which indicates the firm focuses on advising and managing client portfolios rather than sourcing or committing institutional capital.

Assets & Accounts

Location & Offices