Glenayr Family Advisors offers financial life planning services tailored to individual needs. The firm refers clients to third-party money managers for investment management. Glenayr Family Advisors provides holistic financial advice, financial transitions planning, and family wealth planning. The firm is fee-only and does not accept commissions or finder's fees.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Total fee (Glenayr + Third Party Manager) will not exceed 3%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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