Glenn Young is a CFP-designated registered investment advisor at Concentrum Wealth Management, based in San Jose, CA, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 420 clients with $990M 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 |
|---|---|
| Any | 1.00% |
Rate applies to held-away portfolio monitoring. Investment management is offered through wrapped accounts detailed in a separate brochure.
Fee Estimator
Location
353 Piercy Road, San Jose, CA, 95138
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Glenn owns rental property through a family trust since 2011, requiring minimal time. He also works full-time as a business development consultant for Concentrum Wealth Management.
Employment History
Current Registrations
Concentrum Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
TD Ameritrade, INC.Broker
State Registrations1 state
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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