Adam Glassman is a registered investment advisor at Riggs Asset Management CO INC, based in Dallas, PA. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 430 clients with $640M 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 | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fee above $15,000,000 is negotiable. Clients may bear an additional annual fee rate of 0.30% of the account value per year with a minimum fee of $1,500 per account per year if Riggs engages First Trust Direct Indexing L.P. as a sub advisor.
Fee Estimator
Location
The Grand Highlands, Two Newberry Estates, Dallas, PA, 18612
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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
Adam is on administrative leave from the Office of the Comptroller of the Currency until September 30, 2025, and devotes no time to this activity. He has recused himself from any discussion of financial securities until that date.
Employment History
Current Registrations
Riggs Asset Management CO INC
State Registrations1 state
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