Glassman Wealth Services, LLC
Assets Under Management
$2.2B
Number of Clients
383
Number of Advisors
12
Average Client AUM
$5.7M
AUM per Advisor
$182.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Glassman Wealth Services offers investment advisory services, financial planning, and retirement plan consulting. Investment advisory includes ongoing supervision of accounts. Financial planning covers tax, estate, and insurance matters. Retirement plan services are offered to ERISA plans and participant-directed plans.
Fee Structure
Minimum Investment:$2M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees above $25,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$20,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
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Location
8000 Towers Crescent Drive, Suite 1450, Vienna, VA, 22182
