Sarah Glass is a registered investment advisor at Fulla Financial Planning, based in Lyme, NH. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Fulla Financial Planning charges an annual fee for investment management services.
- For clients with less than $600,000 in managed assets, the fee is up to $6,000 per year.
- For clients with more than $600,000 in managed assets, the fee is up to 1.00% of the value of the assets managed.
Fees are negotiable, and the final agreed-upon fee will be outlined in the client's advisory contract. The annual advisory fee is paid monthly or quarterly in arrears.
Location
Lyme, NH
Get directionsHistory
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
Fulla Financial Planning
State Registrations1 state
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.