TG
TG

Thiago Glieger

9 Years of Experience
Rockville, MD

Thiago Glieger is a registered investment advisor at Rmg Advisors, based in Rockville, MD, with 9 years of industry experience. Thiago operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Federal Employees, High Net Worth, and 2 more. Their firm serves 174 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
174 clients
Average Client Portfolio
$789K average
Assets Under Management
$137.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.90%
$5M+0.70%

These fees are negotiable at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14 South Adams Street, Rockville, MD, 20850

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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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Other Business Activities

Thiago is a contributing author to FedSmith.com, an online resource for Federal employees, dedicating minimal time to this activity. FedSmith is not affiliated with the U.S. Government.

Employment History
Current Registrations
Rmg Advisors
May 2020 - Present · 6 yrs
Previous Registrations
H. Beck, INC.
January 2020 - June 2020 · 5 mos
Grove Point Investments, LLCBroker
October 2017 - January 2023 · 5 yrs 3 mos
H. Beck, INC.Broker
January 2017 - September 2017 · 8 mos
State Registrations1 state
MD
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.
Thiago Glieger - Financial Advisor | TrueAdvisor