Glenn Tom is a registered investment advisor at Personal Best Financial LLC, based in Oakland, CA, with 3 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 19 clients with $33M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
For clients with under $500,000 in assets under management, a fixed fee billed monthly in arrears ranging from $250 to $1,000 is charged in lieu of the tiered fee schedule.
Fee Estimator
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Personal Best Financial LLC
State Registrations1 state
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