Glen Frost is a CFP-designated registered investment advisor at Foundation Wealth & Tax Advisors, LLC, based in Annapolis, MD, with 10 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 103 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foundation Wealth & Tax Advisors charges an annual fee based on a percentage of the total assets managed in your portfolio. The fee decreases as the value of your portfolio increases:
- $0 to $1,000,000 — 1.25% per year
- $1,000,001 to $2,000,000 — 1.00% per year
- $2,000,001 to $3,000,000 — 0.80% per year
- $3,000,001 to $5,000,000 — 0.65% per year
- $5,000,001 to $10,000,000 — 0.50% per year
- Over $10,000,000 — 0.40% per year
For accounts using tactical capital preservation strategies that involve more frequent trading, fees may be charged as high as 1.50%. Fees are calculated and billed quarterly in arrears.
Location
839 Bestgate Road, Suite 400, Annapolis, MD, 21401
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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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Glen is a partner in Maryland Crabs Delivered, LLC, and several accounting firms (RCN & Associates, Kram, Mccarthy, Ayers, Frost, Bestgate Tax & Accounting, EFG CPA & Associates). He also owns Strategic Tax Planning, LLC, Frost Tax Controversy Group, and is a co-owner of Approachable Systems; these activities take up a significant portion of his time.
Employment History
Current Registrations
Foundation Wealth & Tax Advisors, LLC
Previous Registrations
Bestgate Wealth Advisors, LLC
Court Place Advisors LLC
State Registrations3 states
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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