Glacierwealth

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Assets Under Management

$39.5M

Number of Clients

Number of Advisors

Average Client AUM

$824K

AUM per Advisor

$39.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

GlacierWealth offers investment supervisory services through individual portfolio management and model portfolio management. Financial planning is included as part of investment supervisory services. They tailor relationships based on client needs and suitability.

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1M+	1.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Location

643 Denver St, Ste 100, Whitefish, MT, 59937