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Glenn Way

26 Years of Experience
Atlanta, GA

Glenn Way is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 26 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, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Glenn is the owner and managing member of Topline Consulting, LLC, a service company for business expenses and taxes, since 1998. He dedicates minimal time to this activity.

Employment History
Current Registrations
Advisory Services Network
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2007 - March 2019 · 12 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
February 2007 - March 2019 · 12 yrs 1 mo
UBS Financial Services INC.
May 2003 - February 2007 · 3 yrs 9 mos
UBS Financial Services INC.Broker
April 2003 - February 2007 · 3 yrs 10 mos
Prudential Securities IncorporatedBroker
February 2000 - April 2003 · 3 yrs 2 mos
State Registrations2 states
SCTX
Advisor

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
No exam information available for this advisor.
Glenn Way - Financial Advisor | TrueAdvisor