Glaister Welsh
Glaister Welsh is a registered investment advisor at Calabash Asset Management, LLC, based in North Potomac Md, MD, with 8 years of industry experience. Glaister operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $200K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calabash Asset Management offers wealth management services to qualified clients, charging a percentage of assets under management. Non-qualified clients are charged a different percentage of assets under management, and may be charged a separate fee for financial planning services. Fees may be negotiable.
For qualified clients:
- $1,000,000 to $4,000,000: 1.0% per year
- $4,000,001 to $5,000,000: 0.90% per year
- $5,000,000 and over: Negotiable
For non-qualified clients:
- Up to $250,000: 1.50% + $150 per year
- $250,001 to $500,000: 1.25% + $150 per year
- $500,001 to $1,000,000: 1.15% + $150 per year
- $1,000,001 to $4,000,000: 1.00% + $150 per year
- $4,000,001 to $5,000,000: 0.90% + $150 per year
- $5,000,001 and over: Negotiable
Location
North Potomac Md, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Glaister Welsh has been employed with Kaiser Permanente as a Regional Operations Manager since April 2015.
Employment History
Current Registrations
Calabash Asset Management, LLC
State Registrations1 state
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