Gladwyn Financial Advisors offers financial planning and investment management services. Financial planning includes creating written plans to help clients manage their income, assets, and liabilities to meet their financial goals. Investment management involves creating custom-tailored portfolios using primarily index-based exchange-traded funds and mutual funds. Gladwyn monitors client portfolios and rebalances them as needed.
Assets Under Management$170M
Clients98
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$85M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.3M | 0.90% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members and friends of employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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