Glenn Hechler
Glenn Hechler is a registered investment advisor at Stage Wealth Management, INC., based in Somers, NY, with 29 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 207 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stage Wealth Management manages investments through a wrap fee program. The annual management fee is up to 2.00% of the value of your portfolio. This fee covers portfolio management, custodial services, and transaction costs. The exact fee is negotiable and depends on your individual circumstances. Clients should note that where Stage Wealth Management selects third-party models/programs, Stage Wealth Management has a financial incentive to select models/programs that charge lower fees rather than selecting models/programs based on your specific needs and circumstances.
Location
Somers, NY
Get directionsHistory
Regulatory History (6)
Regulatory
May 2002Customer Dispute
March 2000Customer Dispute
October 1999Customer Dispute
October 1999Customer Dispute
December 1998Customer Dispute
November 1998Other Business ActivitiesSells Insurance
Glenn refers clients to MGPC Agency for home, auto, property, and casualty insurance, and is also involved with North Shore Life and Health Agency and Broadstreet Insurance Agency, LLC, selling fixed insurance products. He is also the sole managing member of BSGGH LLC, providing consulting, insurance, and other business advice.
Employment History
Current Registrations
Stage Wealth Management, INC.
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Continental Broker-Dealer CORP.Broker
Millennium Securities CORP.Broker
Carlin Equities CORP.Broker
Millennium Securities CORP.Broker
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.