Glasgow Partners offers personalized investment management to federally insured credit unions and 401k plans for credit unions and small businesses. Glasgow Partners provides advice through consultation with the client, assessing assets, liabilities, income, expenses, risk tolerance, and overall business operations. The client makes the final decision on investment selection.
Assets Under Management$100M
Clients6
Advisors1
Avg. per Client$17M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Glasgow Partners' annual investment advisory fee is based on the total investable assets:
- $5,000 on portfolios up to $5,000,000
- $16,000-$25,000 on portfolios between $5,000,001 & $15,000,000
- $25,000-$30,000 on portfolios between $15,000,001 & $25,000,000 Fees on portfolios greater than $25,000,000 are negotiable. The level of annual fees is negotiable.
Loading...