David Hornberger
David Hornberger is a registered investment advisor at Glass Wealth Management CO., LLC, based in San Antonio, TX, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 367 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Rates shown are for equities and represent maximums. Fixed income, mutual funds, and exchange-traded funds are charged up to 0.35% on the first $5 million and 0.25% on amounts over $5 million. Fees are negotiable on amounts over $25 million. Total Asset Management service adds an extra 0.25% for clients with less than $25 million in assets.
Fee Estimator
Location
1020 NE Loop 410, Suite 802, San Antonio, TX, 78209-1544
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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 Activities
David is a minority owner and managing member of Belvidere Holding Co., LLC, a family-owned investment partnership, and spends a few hours per week on investment decisions. He is also the sole owner/managing member of 1810 Ventures LLC, which owns interests in operating businesses, and dedicates minimal time to this venture.
Employment History
Current Registrations
Glass Wealth Management CO., LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
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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