GlacierWealth provides investment management services to individuals through separately managed accounts. They work with clients to determine their investment policy (Aggressive, Moderate, or Conservative) and then implement the appropriate model portfolio. GlacierWealth also offers financial planning and other consulting services as part of their investment supervisory services, but financial planning is not a separately billable service. Other consulting services could be.
Assets Under Management$40M
Clients48
Advisors1
Avg. per Client$820K
Avg. per Advisor$40M
www.glacierwealth.com ·www.linkedin.com/in/edward-rainford ·www.linkedin.com/company/glacierwealth-inc
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
GlacierWealth's advisory fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...