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CFP
RG
CFP

Robert Glass

Mariner
15 Years of Experience
Bethesda, MD
View SEC Summary
View SEC Summary

Robert Glass is a CFP-designated registered investment advisor at Mariner, based in Bethesda, MD, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B in assets under management.

Mariner
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
985 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6701 Democracy Blvd, Suite 300, Bethesda, MD, 20817

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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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Employment History
Current Registrations
Mariner
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
The Mather Group, LLC
October 2020 - May 2022 · 1 yr 7 mos
Financial Engines Advisors L.L.C.
November 2018 - October 2020 · 1 yr 11 mos
Ef Legacy Securities, LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
Edelman Financial Services, LLC
October 2014 - November 2018 · 4 yrs 1 mo
Sanders Morris Harris LLCBroker
September 2014 - April 2016 · 1 yr 7 mos
Icma-Rc Services, LLCBroker
February 2013 - September 2014 · 1 yr 7 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2011 · 4 mos
Wells Fargo Investments, LLCBroker
May 2010 - January 2011 · 8 mos
Nylife Securities LLCBroker
October 2008 - April 2009 · 6 mos
State Registrations4 states
DCMDPAVA
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.
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