G&S Wealth Management, owned by James Glennon, manages client portfolios using stocks, bonds, mutual funds, certificates of deposit, and government securities. G&S does not invest in alternative investments. G&S tailors its services to each client's individual needs by consulting with them to discover their hopes, goals, and dreams. G&S analyzes current investments and makes suggestions to meet individual goals.
Assets Under Management$8.7M
Clients61
Advisors1
Avg. per Client$140K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee ranges from 0.5% to 1%, depending on the size and complexity of your account. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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