Herbert Glass
Herbert Glass is a ChFC-designated registered investment advisor at Glass Retirement Strategies, INC., based in Bingham Farms, MI, with 14 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $19M 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 | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees may be reduced for special circumstances, such as multiple affiliated accounts.
Fee Estimator
Location
30400 Telegraph Rd, Suite 445, Bingham Farms, MI, 48025-4541
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 →Other Business ActivitiesSells Insurance
Herbert is the President, Consultant, and Salesman of Pension Setup and Administrative Services at Glass Retirement Strategies, Inc., dedicating most of his time to this role. He also works as an IAR of RIA at The Glass Freedman Co, spending minimal time helping clients with investor profiles and asset allocation. Additionally, Herbert spends about 10% of his time as an insurance product sales agent at Glass Retirement Strategies, Inc.
Employment History
Current Registrations
Glass Retirement Strategies, INC.
Previous Registrations
Glass Retirement Plan Advisors, INC.
State Registrations1 state
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