James Glennon is a registered investment advisor at G&s Wealth Management LLC, based in Elko, NV, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61 clients with $8.7M 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% |
Annual fee ranges from 0.5% to 1%, depending on the size and complexity of your account. Fee is negotiable.
Fee Estimator
Location
475 Railroad Street, Elko, NV, 89801
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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.
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James is a shareholder in the CPA firm Glennon & Sandoval Company. He dedicates nearly full-time hours during the work week to this firm.
Employment History
Current Registrations
G&s Wealth Management LLC
Previous Registrations
G&s Wealth Management LLC
1st Global Advisors INC
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.