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advisor

Adam Wiles

Global View Investment Management

420 E Park Ave
Suite 303

Greenville, SC 29601

8642720818

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About Global View Investment Management

Global View is an independent, fee-ONLY Registered Investment Advisory firm headquartered in Greenville, SC. Our team of fiduciaries - consisting of five Advisors and support staff - work together to satisfy the needs of our clients. All of our partners are CERTIFIED FINANCIAL PLANNER Practioners. Your advisor will incorporate an understanding of income taxation and estate planning issues into investment management, and will work closely with accountants and attorneys to satisfy your needs.

Because we are not affiliated with a major investment bank, we do not sell proprietary products. Our business as a fiduciary Registered Investment Advisory firm means that we only accept payment from our clients, and that our clients will never pay commissions, penalties, or any other unexpected fees. We believe this better aligns our interests with those of our clients', with the end goal of always helping the client attain their goal.

Our practice is based on the fundamental principal that human beings often make errors in decision making that are avoidable. Behavioral research and market performance history clearly illustrate that individual investors suffer largely because they do not make choices based on a rational framework. We feel it is our responsibility to provide that framework to our clients and implement it for them based on their unique needs and circumstances including income goals, investment time horizon, survivorship needs, and estate and legacy planning.

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

5-9

CRD#

4798512

Firm CRD#

145499

Name of Custodial Firm

Schwab Institutional, TD Ameritrade Institutional

States Licensed in

SC

Years of Experience in Financial Services

15

Number of Years with Current Firm

13

Work Experience

Financial Service work experience:

Formerly with Merrill Lynch. Now with Global View Registered Investment Advisor.

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients

425

Firm's Number of Planning Clients

425

Firm's Number of Managed Clients

425

Assets Managed by Firm

$295,000,000

Advisor's Number of Clients

100

Advisor's Number of Managed Clients

100

Advisor's Number of Planning Clients

100

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Based on Assets

Fee % Based on Assets

1

Education

Bachelor of Arts - Finance

Wofford University

Disclosures

RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.

http://globalviewinv.com/legal-information- globalview/

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1816885/rothira-Global-View-Investment-Management-detailed-disclosure.html

Disclaimer

Investment Advisory Services offered through Global View Investment Advisors LLC. a Registered Investment advisor.

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