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Glenn Rank

24 Years of Experience
Redding, CA
Sells Insurance

Glenn Rank is a registered investment advisor at Gsr Capital Management, INC., based in Redding, CA, with 24 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 113 clients with $88M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
113 clients
Average Client Portfolio
$779K average
Assets Under Management
$88.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $125K1.25%
$125K - $500K1.00%
$500K - $1.0M0.70%
$1.0M - $2.0M0.60%
$2.0M - $3.0M0.50%
$3M+0.40%

Client household accounts will be aggregated to receive a lower tiered schedule fee except for any accounts subject to a negotiated flat fee rate. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

760 Cypress Avenue, Suite 302, Redding, CA, 96001

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Glenn is a licensed insurance agent offering accident & health insurance, life insurance, and indexed annuities. He also serves as a church elder at Oak Grove Bible Fellowship, dedicating a few hours per week to church administration and long-term planning.

Employment History
Current Registrations
Gsr Capital Management, INC.
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - April 2015 · 6 yrs 3 mos
Raymond James Financial Services
October 2007 - January 2009 · 1 yr 3 mos
A. G. Edwards & Sons, INC.
January 2002 - October 2007 · 5 yrs 9 mos
State Registrations4 states
CAORTXWA
Advisor

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
No exam information available for this advisor.
Glenn Rank - Financial Advisor | TrueAdvisor