Glenn Sweeney is a CFA-designated registered investment advisor at Sweeney Financial Advisors, based in Manchester, NH, with 27 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 258 clients with $400M 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 |
|---|---|
| Up to $500K | 1.38% |
| $500K - $750K | 1.13% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.3M | 0.95% |
| $1.3M - $1.5M | 0.88% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.82% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.78% |
| $5.0M - $6.0M | 0.75% |
| $6.0M - $7.0M | 0.72% |
| $7.0M - $9.0M | 0.70% |
| $9.0M - $10.0M | 0.68% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.55% |
Fees are flat across the entire portfolio value and are negotiable. SFM may waive minimum fees based on specific criteria.
Fee Estimator
Location
575 Front Street, Manchester, NH, 03102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sweeney Financial Advisors
Previous Registrations
Sfm, LLC
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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