Sara Glaz
Sara Glaz is a registered investment advisor at Mwm Group LLC, based in Cedarhurst, NY, with 10 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 316 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MWM Group's investment management fees generally range from 0.35% to 2.50% per year of the value of your investments. The exact fee depends on factors like the size of your account, the investment program, and the complexity of your assets. Fees are negotiable. The advisory fee is paid quarterly, in advance.
Location
335 Washington Ave, Cedarhurst, NY, 11516
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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 ActivitiesSells Insurance
Sara is an associate at MWM Group LLC, focusing on investments and dedicating about 10-20% of her time to this role. She is also the founder of Women's Estate Planning Group for marketing purposes, and sells term life insurance, dedicating minimal time to it.
Employment History
Current Registrations
Mwm Group LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Hd Vest Investment ServicesBroker
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.