Glass Wealth Management is a registered investment advisor based in San Antonio, Texas, originally founded in 1988. The firm designs custom investment portfolios to endure through complete business cycles, focusing on individual stock and bond selection rather than market timing or model portfolios. Glass Wealth Management offers both discretionary and non-discretionary investment management services. The firm primarily serves high-net-worth individuals, families, trusts, estates, and corporate entities. For family relationships with more than $5 million in assets, Glass Wealth Management provides a comprehensive service that includes reviewing external investments and coordinating with other professional service providers for tax and estate planning needs. The firm does not charge commissions and operates independently.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Rates shown are for equities and represent maximums. Fixed income, mutual funds, and exchange-traded funds are charged up to 0.35% on the first $5 million and 0.25% on amounts over $5 million. Fees are negotiable on amounts over $25 million. Total Asset Management service adds an extra 0.25% for clients with less than $25 million in assets.