Glashofer Financial Advisors (GFA) offers investment advice tailored to each client's needs, focusing on risk tolerance, investment experience, time horizon, and retirement goals. GFA acts as an investment advisor with limited power of attorney to direct securities transactions. The firm uses fundamental analysis to assess market risks and opportunities, investing in various securities for long-term capital appreciation.
Assets Under Management$280M
Clients122
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees are negotiable. Non-profit organizations pay 0.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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