WG
WG
Willie Glover
7 Years of Experience
Fort Collins, CO
1 Disclosure
Willie Glover is a registered investment advisor at Amazonite Investments LLC, based in Fort Collins, CO, with 7 years of industry experience. Willie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 66 clients with $6.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
66 clients
Average Client Portfolio
$95K average
Assets Under Management
$6.3M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.81% |
| $250K - $500K | 1.53% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
The annual fee is negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fort Collins, CO
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Regulatory History (1)
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Criminal
September 2024Final Disposition
Employment History
Current Registrations
Amazonite Investments LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Edward Jones
November 2018 - December 2022 · 4 yrs 1 mo
Edward JonesBroker
September 2018 - December 2022 · 4 yrs 3 mos
State Registrations5 states
COLAMSTNTX
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.