Jamie Bigsby
Jamie Bigsby is a CFP-designated registered investment advisor at Glassy Mountain Advisors, INC., based in Bethesda, MD, with 22 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 122 clients with $330M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are also charged on client assets on margin and on accrued interest. Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
7200 Wisconsin Avenue, Suite 500, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Employment History
Current Registrations
Glassy Mountain Advisors, INC.
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Banc of America Investment Services, INC.Broker
Bacap Distributors, LLCBroker
Stephens INC.Broker
Princor Financial Services CorporationBroker
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.