wiseradvisor

Adam Wiles
Global View, LLC

Tel: (864) 272-0818
420 E Park Ave, Suite 303
Suite 303
Greenville, SC 29601

Preserving & Building Your Wealth

Global View, LLC | Financial Advisor in Greenville ,SC

About Global View, LLC

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.


General Information

Firm Start Year:   2004
No.of Employees:   5-9
Name of Custodial Firm:   Schwab Institutional, TD Ameritrade Institutional
States Licensed in:   SC
Number of Years with Current Firm:   13
Work Experience:   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


Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds, Alternative Investments, Commodities
I can meet clients in the following ways:   At my office, At your home, At your office, Via phone


Qualifications & Memberships

Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA), Paladin Registry


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
Assets Managed by Advisor:   Team


Compliance

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


Education

Bachelor of Arts - Finance  Wofford University
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Faqs

  • Do you have a customer satisfaction or refund policy? Yes. We will refund fees collected if a client is dissatisfied with our work. We collect our fees on a quarterly basis and will rebate the quarterly fees in which the client expresses their dissatisfaction.
  • What are your qualifications? What is your education background? Certified Financial Planning Professional (CFP) Finance Major at Wofford College
  • What is your approach to financial planning? We offer comprehensive financial planning. We consider all aspects of a clients needs in collaboration and communication with the client to create a plan.
  • What services do you offer? Financial Planning, Asset Management, and Estate Planning through a co-located sister firm.
  • How many clients do you currently manage? As an eight person team, 425 clients.
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Disclaimer

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

Adam Wiles

Adam Wiles

CERTIFIED FINANCIAL PLANNER™ Certificant

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.

My Services

Investment Management & Advice

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.

My Team

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

SC

Awards & Recognitions

Best Of the Upstate; Financial Advisers
(08/01/2014)

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.… more