Glen Colwell
Glen Colwell is a registered investment advisor at Anew Advisors, LLC, based in Whitefish Bay, WI, with 23 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 141 clients with $68M 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 $250K | 1.25% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.35% |
First responders may receive a discounted rate, and fees are generally negotiable at the Firm’s discretion.
Fee Estimator
Location
Whitefish Bay, WI
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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 ActivitiesSells Insurance
Glen is an independent insurance agent/broker and may offer insurance products, receiving customary fees from sales. This activity requires a few hours per week, including a couple of hours during securities trading hours.
Employment History
Current Registrations
Anew Advisors, LLC
Previous Registrations
Independent Financial Group, LLC
Adviseme National Advisors
Independent Financial Group, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Perry Capital Management INC
Primevest Financial Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
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.