Glenn Mosseller
Glenn Mosseller is a registered investment advisor at Horter Investment Management, LLC, based in Greensboro, NC, with 14 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,337 clients with $310M 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 | 1.99% |
Maximum annual fee is 1.99% for standard portfolio management programs. Certain strategies like indexed retirement funds (0.50%), alternative investments (1.25%), and non-discretionary accounts (0.10%) have different rates. Fees are negotiable.
Fee Estimator
Location
7 Corporate Center Court, Suite B, Greensboro, NC, 27408
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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
Glenn is the President/Managing Member of Roadmap Financial Consulting, LLC, a full-service financial services and business consulting firm and independent insurance agency, spending about half his time managing the business and meeting with clients. He also manages Roadmap Property And Casualty Insurance Services, LLC, an independent property & casualty insurance agency, dedicating minimal time to this.
Employment History
Current Registrations
Horter Investment Management, LLC
Previous Registrations
Jg Financial Consulting
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.
Exams
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