Glassman Wealth Management is an independent, employee-owned registered investment advisor founded in 2011, operating out of Briarcliff Manor, New York. The firm manages investment portfolios on a discretionary basis and provides personalized financial planning services, such as retirement readiness analyses. Glassman Wealth Management focuses primarily on individual stocks, corporate and municipal bonds, certificates of deposit, and exchange-traded funds, typically avoiding mutual funds and leverage. The firm conducts fundamental research to maintain liquidity and diversification, tailoring its approach to each client's specific liquidity profile and risk tolerance. Glassman Wealth Management does not charge asset-based fees, commissions, or prepayment fees, choosing instead to bill clients solely on a negotiable hourly basis.
Fee Structure
Glassman Wealth Management charges clients on an hourly basis for all services, including financial planning and investment management. The hourly rate is negotiable and billed quarterly in arrears.