Charles
Bosanac
Global Wealth Management Investment Advisory, Inc
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About this Advisor
Charles Bosanac is a financial advisor based in Fort Lauderdale, Florida who has 1 year of relevant experience. Bosanac is on the advisory team at Global Wealth Management Investment Advisory, Inc. During their career, the advisor has held roles at Boca Raton Christian High School, Florida State University, Papa'S Raw Bar, Florida Atlantic University, Louie Bossi'S Boca Raton and Global Wealth Management Investment Advisory. Bosanac holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Florida. Global Wealth Management Investment Advisory, Inc is an advisory firm that has its headquarters in Fort Lauderdale, FL. The investment advisory business has a total of 18 people on staff. It handles $331 million in total assets among its 2,805 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,805 accounts, just 9% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically are based on which services the firm provides the client. However, fees charged by Global Wealth Management Investment Advisory, Inc most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Wealth Management Investment Advisory, Inc Brokerage Details
$331,402,981
18
2,805
$118,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Charles Bosanac Work History
Charles has been registered as a financial advisor for 1 years.*
Global Wealth Management Investment Advisory
Louie Bossi'S Boca Raton
Papa'S Raw Bar
Florida Atlantic University
Florida State University
Boca Raton Christian High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Bosanac to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Wealth Management Investment Advisory, Inc
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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