| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Management Fee is negotiable according to a variety of factors.
10055 Red Run Blvd, Suite 160, Owings Mills, MD, 21117
Get directionsNo 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 →Richard is an investment advisor representative (IAR) and director of retirement plan services at Glass Jacobson Investment Advisors, dedicating full-time hours to this role. He also owns a photography business, Photographs by Rich, and spends minimal time volunteering as secretary for two homeowners associations.