Dana Sippel is a CFP, PFS-designated registered investment advisor at Glassman Wealth Services, LLC, based in North Bethesda, MD, with 24 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 399 clients with $2.6B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable and subject to factors such as account composition and complexity. The firm generally requires a $2,000,000 minimum asset level and a $20,000 minimum annual fee.
Fee Estimator
Location
Pike & Rose, 11810 Grand Park Ave #500, North Bethesda, MD, 20852
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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 →Employment History
Current Registrations
Glassman Wealth Services, LLC
Previous Registrations
West Financial Services, INC.
Banc of America Investment Services, INC.
Sullivan Bruyette Speros & Blayney INC
State Registrations2 states
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
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