Glass Jacobson Wealth Advisors offers a proactive, integrated approach to financial services, including investment management, personal financial planning, divorce and litigation support, and retirement plan consulting. The firm manages investment portfolios using a global asset class diversification strategy primarily utilizing mutual funds, exchange-traded funds, individual bonds, and alternative fixed-income investments. Glass Jacobson tailors its services to individual client objectives, risk tolerances, and time horizons, operating on both discretionary and non-discretionary bases. The firm serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. Glass Jacobson was acquired by Mercer Global Advisors in late 2025 and is in the process of winding down its operations as accounts transition to Mercer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are standard but may be negotiable based on account size, type, complexity, and relationship with the firm.