Glassman Wealth Management (GWM) is a registered investment advisor offering investment management and financial planning services. GWM manages client investments in stocks, bonds, and exchange-traded funds. GWM also provides financial planning services, such as retirement planning. GWM tailors its services to each client's needs, liquidity profile, and risk tolerance.
Assets Under Management$46M
Clients25
AdvisorsN/A
Avg. per Client$1.9M
Avg. per AdvisorN/A
Fee Structure
Glassman Wealth Management does not charge a percentage of your portfolio. Instead, GWM charges an hourly rate for their services. The hourly rate is negotiable.
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Location
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