SeniorSolutions, led by Glenn Adams, offers financial planning and investment management services. Glenn Adams has experience in financial advising and holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. SeniorSolutions primarily serves individuals nearing or in retirement, offering advice on investments, taxes, insurance, retirement, and estate planning.
Assets Under Management$2.7M
Clients29
AdvisorsN/A
Avg. per Client$94K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee ranges from 0.5% to 2%, depending on the size and complexity of your account. All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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