Glenn Hottin
Glenn Hottin is a CFP-designated registered investment advisor at Wealth Management Advisers, LLC, based in Middletown, CT, with 21 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 89 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WMA provides investment management services directly and through third-party managers. Fees are negotiable and depend on the complexity of the engagement, types of securities held, and frequency of contact with the client. WMA also uses the AssetMark platform, where fees range from 0.25% to 1.65% of the assets invested in the third-party managed programs. Clients on the AssetMark platform will also be charged program fees.
Location
Middletown, CT
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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
Glenn is an independent insurance agent for various independent insurance companies. He also acts as a landlord, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Wealth Management Advisers, LLC
Previous Registrations
M & H Advisors, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
State Registrations1 state
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