Paul Glashofer
Paul Glashofer is a registered investment advisor at Glashofer Financial Advisors, based in Potomac, MD, with 13 years of industry experience. Paul 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 122 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees are negotiable. Non-profit organizations pay 0.5%.
Fee Estimator
Location
Potomac, MD
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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
Paul works as an independent insurance broker and advisor under his own name, offering supplemental services alongside his investment activities. He is licensed to sell life, disability, and health insurance, dedicating about 10% of his time to this work.
Employment History
Current Registrations
Glashofer Financial Advisors
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.