Glenwood Investment Group (GIG) offers personalized financial planning and investment management services. GIG helps clients with financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. GIG manages investments in stocks, bonds, mutual funds, certificates of deposit, annuities, and life insurance. GIG does not act as a custodian of client assets.
Assets Under Management$200M
Clients372
Advisors2
Avg. per Client$540K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
A minimum of $100,000 of assets under management and a $1250 minimum annual fee is required for this service, although under certain circumstances these may be negotiable. The annual fee will never exceed 3% of the managed assets.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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