Brian Hawthorne-Codato
Brian Hawthorne-Codato is a CFA-designated registered investment advisor at Glassy Mountain Advisors, INC., based in Bethesda, MD, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 122 clients with $330M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are also charged on client assets on margin and on accrued interest. Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
7200 Wisconsin Avenue, Suite 500, Bethesda, MD, 20814
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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 →Employment History
Current Registrations
Glassy Mountain Advisors, INC.
State Registrations1 state
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