Adam Wiles
He has ten years of experience as a trader in the Commodity Lumber industry. He worked for two years at Merrill Lynch before joining Global View in 2005.
Adam is focused on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying clients needs and explaining solutions.
Adam and his wife Laurie live in Greenville's North Main area and have two children, boy-girl twins, Ellis and Calla.
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.
Our Team
2004
5-9 Employees
Schwab Institutional, Axos Advisor Services
SC
South Carolina
20
Financial Service work experience:
Formerly with Merrill Lynch. Now with Global View
Registered Investment Advisor.
Businesses, Individual Investors, Non-Profit Organizations
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting
National Association of Personal Financial Advisors (NAPFA)
Mutual Funds, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments
Your Office, Phone, Your Home, Our Office
Fee-Only
$250,000
Based on Assets, Flat Fee
1
425
425
425
$520,000,000
100
100
100
Yes
At Global View, this is the foundation of our process. Our staff have well over a hundred years' experience solving problems (at Global View and previous firms). Since 2004, as our clients' advocate, Global View advisors have helped clients:
-Protect what they've built.
-Grow their assets while controlling downside risk.
-Understand risk they face, and weather it.
-Look for opportunities to increase return without increasing risk (coaching, tax and estate planning strategies).
We believe the quality of our investment management will take a backseat to no one.
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
http://globalviewinv.com/legal-information-
globalview/
Additional Detailed Disclosures
Investment Advisory Services offered through Global View Investment Advisors LLC. a Registered Investment advisor.
In an independent survey performed by The Greenville News and their online partners, Global View Investment Advisors was voted Best of the Upstate for Financial Advisors in 2014. Upstate businesses must be nominated and voted for by readers of the publication.
