Chad Clay is a registered investment advisor at Glass City Capital Management, LLC, based in Maumee, OH, with 7 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $5.9M 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 | 1.00% |
Independent strategy fee is negotiable but not greater than 1.00%.
Fee Estimator
Location
1715 Indian Wood Circle, Suite 200, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Glass City Capital Management, LLC
State Registrations2 states
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