Maurice Glazer
Maurice Glazer is a registered investment advisor at Gfn Capital Management, based in Richardson, TX, with 41 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 377 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GFN Capital Management charges a percentage of your account value annually for investment management. The fees are calculated monthly or quarterly, in advance. The fees may be negotiable.
- Equity Accounts:
- $100,000 - $999,999: 1.0% to 2.0%
- $1,000,000 - $4,999,999: 0.8%
- $5,000,000 - $10,000,000: 0.7%
- Over $10,000,000: Negotiable
- Fixed Income Accounts:
- $100,000 - $5,000,000: 0.5%
GFN Capital Management also charges a platform fee for some advisor-managed accounts, billed monthly at an annual fixed rate of 0.04%. No fee is charged for accounts under $10,000.
Location
300 N. Coit Road, Suite 1300, Richardson, TX, 75080
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Maurice is the CEO of Glazer Financial Network, LLC, which is his main company for marketing and fee collection, taking up over half of his time. He is also involved in fixed insurance sales, property & casualty insurance, pension administration, lead generation, drug and alcohol abuse centers, technology, family investments, and RIA business, each taking up a small portion of his time.
Employment History
Current Registrations
Gfn Capital Management
Previous Registrations
Kovack Securities INC.Broker
Thomas Group CapitalBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
Carnegie Securities CorporationBroker
Chubb Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.