Glatt and Associates, LLC offers investment advisory services tailored to individual client needs. They gather information through interviews and questionnaires to understand financial situations and investment goals. They also offer financial plans that can be comprehensive or focused on specific areas like investments, insurance, taxes, or estate planning. Additionally, Glatt and Associates may provide CFO management consulting services for business owners.
Assets Under Management$27M
Clients24
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $249K | 1.75% |
| $249K - $499K | 1.50% |
| $499K - $999K | 1.25% |
| $999K+ | 1.10% |
Fees are negotiable. Accounts less than $100,000 are charged a flat annual fee of $1,750.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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