The Gleason Group manages investment portfolios and provides personalized wealth management services for individuals, families, and businesses. Founded in 2015 and based in Prospect, Kentucky, The Gleason Group builds diversified portfolios using mutual funds, exchange-traded funds, index funds, and individual stocks and bonds. The firm integrates investment management with a broad range of financial planning services, including retirement planning, tax strategies, estate planning, education funding, risk management, and charitable giving. The Gleason Group focuses on long-term, goal-based strategies, helping clients navigate complex financial situations while considering tax efficiency and cost-effective investments.
Fee Structure
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% |
The firm requires a $1,000,000 minimum portfolio size and a $10,000 minimum annual fee. Money market accounts are excluded from fees and discounts. Fees are negotiable based on future earning capacity, anticipated additional assets, and other criteria.