Brian Glas is a CFA-designated registered investment advisor at Noble Family Wealth, based in Clearwater, FL, with 15 years of industry experience. Brian 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 124 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are up to 1.0% annually, payable monthly in advance, and may be negotiated at Noble Family Wealth's sole discretion based on account size, pre-existing relationships, and account retention.
Fee Estimator
Location
2475 Enterprise Rd., Clearwater, FL, 33763
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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 →Employment History
Current Registrations
Noble Family Wealth
Previous Registrations
Boston Asset Management INC
Ameriprise Financial Services, INC.
RBC Dain Rauscher INC.
Merrill Lynch Pierce Fenner & Smith INC.
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.
Exams
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