Glenmore Financial is a financial advisory firm offering personalized financial planning and investment management. The firm operates under two primary brands: Glenmore Financial, which focuses on holistic planning and tax preparation for individuals, and LifeSighted, which caters specifically to the financial planning needs of young professionals. Services cover a wide range of topics, including cash flow management, tax planning and preparation, retirement planning, insurance analysis, estate planning, and investment strategies. Glenmore Financial operates as a fee-only firm, meaning they do not sell insurance or investment products, nor do they accept commissions. They offer various engagement structures, including annual retainers for ongoing guidance, project-based retainers for specific questions, hourly consulting, and tiered investment management fees based on the value of your portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Clients with an ongoing comprehensive planning relationship may have a portion of their assets (up to $500,000, $750,000, or $1,000,000) managed at 0% depending on their planning fee.
