Dennis Glynn, CPA provides personalized financial planning and investment management services to individuals and participants in employer-sponsored Simple-IRA plans. Dennis Glynn determines clients' financial objectives, risk tolerance, and cash flow needs through consultations. The firm is fee-only and does not receive commissions for selling financial products.
Assets Under Management$44M
Clients95
Advisors1
Avg. per Client$460K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.80% |
| $500K+ | 0.60% |
For clients with assets under $40,000, the annual fee is the greater of 1% of assets or $300. Current client relationships may exist where the fees schedule is slightly lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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