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Clarence Glover

41 Years of Experience
Bryan, TX

Clarence Glover is a registered investment advisor at Warwick Partners, based in Bryan, TX, with 41 years of industry experience. Clarence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 229 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
229 clients
Average Client Portfolio
$9.3M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$2M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $15.0M0.50%
$15.0M - $50.0M0.25%
$50.0M - $100.0M0.20%
$100.0M - $200.0M0.12%
$200.0M - $500.0M0.08%
$500M+0.05%

Fees are negotiable.

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

4444 Carter Creek Parkway, Suite 109, Bryan, TX, 77802

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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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Employment History
Current Registrations
Warwick Partners
April 2003 - Present · 23 yrs
Previous Registrations
Advantage Capital Corporation
August 1983 - July 2002 · 18 yrs 11 mos
State Registrations1 state
TX
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.