John Glade
John Glade is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in San Antonio, TX, with 37 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
1803 Broadway St, San Antonio, TX, 78215
Get directionsHistory
Regulatory History (1)
Financial
March 2017Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Comerica Securities
Comerica SecuritiesBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
National Alliance Securities, LLCBroker
Clearview Trading Advisors, INC.Broker
Tejas Securities Group, INC.Broker
Aps Financial CorporationBroker
Mabon, Nugent & CO.Broker
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.
Exams
More Advisors
- Juan ZayasMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Austin BurtMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Erin LandrauMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Todd BogganMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John MarignyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David KiolbassaMerrill Lynch, Pierce, Fenner & Smith Incorporated