Eric Glassbrenner
Eric Glassbrenner is a registered investment advisor at Cross Border Wealth, LLC, based in New York, NY, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 397 clients with $140M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable with each client. CBW charges a minimum monthly investment advisory fee of 100 USD for Interactive Brokers accounts and minimum quarterly investment advisory fee of 300 USD for Charles Schwab accounts.
Fee Estimator
Location
230 Park Avenue, 4th Floor West, New York, NY, 10169
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2019Judgment / Lien
January 2018Other Business ActivitiesSells Insurance
Eric works as an independent contractor for insurance brokerage companies, helping them identify insurance and annuity solutions. He also occasionally helps friends at a jazz club.
Employment History
Current Registrations
Cross Border Wealth, LLC
Previous Registrations
Claraphi Advisory Network, LLC
Brookstone Capital Management LLC
Center Street Advisors, INC.
Capital Guardian Wealth Management, LLC
H. Beck, INC.
Lyons Wealth Management
Eagle Strategies LLC
Merrill Lynch Pierce Fenner & Smith INC.
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.