Thomas Glenn is a registered investment advisor at Glenn Asset Management, based in Kenmore, NY, with 4 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 63 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees may be negotiable. Clients can combine multiple household accounts to receive a lower tiered scheduling fee.
Fee Estimator
Location
Kenmore, NY
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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.
Learn about disclosures →Other Business Activities
Thomas works full-time as a transmission rebuilder at Continental Transmission since 2000. He also owns BUN Properties, a rental property business, spending a few hours per week on it since 2021.
Employment History
Current Registrations
Glenn Asset Management
State Registrations1 state
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