Glenn Cummings
Glenn Cummings is a registered investment advisor at Foundations Investment Advisors LLC, based in Tampa, FL, with 8 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
10150 Highland Manor Dr, Ste. 200, Tampa, FL, 33610
Get directionsHistory
Regulatory History (3)
Regulatory
March 2017Regulatory
October 2016Regulatory
August 2013Other Business ActivitiesSells Insurance
Glenn is a managing member of Gulf Coast Records, LLC, focusing on artist development and management, spending about 10-20% of his time. He also owns Big Financial Services, LLC, where he works as a life insurance agent full-time, and is a Chapter President for AFEA, dedicating minimal time to holding financial education workshops.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
Horter Investment Management, LLC
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.