Glass Retirement Strategies provides investment advice through the SEI Asset Allocation Program, helping clients select investment strategies and allocate assets among SEI mutual funds and ETFs. Glass Retirement Strategies also serves as an independent advisor to Defined Benefit Pension, 401(k) and Profit Sharing Plans, assisting with plan recordkeeper selection and investment fund choices. The firm requires a minimum account size of $500,000.
Assets Under Management$19M
Clients7
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees may be reduced for special circumstances, such as multiple affiliated accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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