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 TM 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 client's, 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.
|Firm Start Year:||2004|
|Name of Custodial Firm:||Schwab Institutional, TD Ameritrade Institutional|
|States Licensed in:||SC|
|Number of Years with Current Firm:||13|
Financial Service work experience:|
Formerly with Merrill Lynch. Now with Global View Registered Investment Advisor.
|I work with the following types of clients:||Businesses, Non-Profit Organizations, Individual Investors|
|Investment Types:||Mutual Funds, Commodities, Alternative Investments, Stocks, Bonds, Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||At your office, At my office, At your home, Via Phone|
Qualifications & Memberships
|Financial Organization Memberships:||National Association of Personal Financial Advisors (NAPFA)|
|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|
|Assets Managed by Advisor:||Team|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets, Flat Fee|
|Fee % Based on Assets:||1|
|Bachelor of Arts - Finance||
Investment Advisory Services offered through Global View Investment Advisors LLC. a Registered Investment advisor.
Adam is a native of Iva, SC and graduated Cum Laude from Wofford College with a BA in Finance. While at Wofford, he participated on the football team as both a back-up and starting quarterback.
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.
Investment Advice & Management
Once you have accumulated serious money, risk management is paramount. You dont want to lose that you cant make back. 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. -Help them to 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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
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.