The Gleason Group offers wealth management services, including financial planning and investment management, to individuals and businesses. Financial planning covers retirement, education, estate, risk management, insurance, debt, and charitable strategies. Investment management includes portfolio design, behavioral coaching, and tax strategies. The Gleason Group primarily uses mutual funds, ETFs, index funds, and individual securities.
Assets Under Management$970M
Clients265
Advisors6
Avg. per Client$3.7M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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