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Adam Wiles

Global View, LLC

420 E Park Ave, Suite 303
Suite 303

Greenville, SC 29601
(864) 2720818

Preserving & Building Your Wealth

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

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.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Alternative Investments, Bonds, Stocks, Exchange Traded Funds (ETFs), Commodities, Mutual Funds

I can meet clients in the following ways

At your office, At my office, At your home, Via phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

CFP (R)

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

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1

Education

Bachelor of Arts - Finance

Wofford University
-

Disclosures

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

Disclaimer

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