Glenn Gregory is a registered investment advisor at Obsidian Investment Advisers, LLC, based in Redmond, WA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 67 clients with $19M 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 | 2.00% |
| $500K - $3.0M | 1.50% |
| $3M+ | 1.00% |
The minimum annual fee is $500 per household or institution. Fees are subject to negotiation and based upon portfolio size and other business considerations.
Fee Estimator
Location
Redmond, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Glenn is a Managing Member at Green Book Ventures LLC, a venture capital firm, since 2021. He assists with investment selection, operations, and compliance, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Obsidian Investment Advisers, LLC
State Registrations1 state
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