Richard Gaige is a CFP-designated registered investment advisor at Glr Partners, based in Columbia, MD, with 23 years of industry experience. Richard 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, High Net Worth, and 4 more. Their firm serves 162 clients with $240M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
The fee rate applies to the market value of assets within that range. As an example for a client account with a market value of assets of $3,000,000 – the first $500,000 of the client’s account will be subject to a fee rate of 1.25% and the remaining assets will be subject to a fee rate of 0.75%.
Fee Estimator
Location
8820 Columbia 100 Parkway, Suite 230, Columbia, MD, 21045
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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 Activities
Richard is a Managing Partner/Co-CEO at GLR Partners LLC, an investment and wealth advisory firm. He spends nearly full-time hours on investments, portfolio management, and related activities.
Employment History
Current Registrations
Glr Partners
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 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.