GlacierWealth is a registered investment advisor based in Whitefish, Montana, offering personalized discretionary and non-discretionary investment management services. GlacierWealth helps clients build portfolios tailored to their risk tolerance—using strategies like Aggressive, Moderate, or Conservative model portfolios—while incorporating comprehensive financial planning at no extra cost. GlacierWealth evaluates family records, cash flow, taxes, retirement goals, and estate planning as part of its ongoing services. GlacierWealth specializes in working with individuals, high net worth clients, pension and profit-sharing plans, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are not negotiable. Pre-existing clients may be subject to grandfathered fee arrangements.