Glacier Point Advisors, LLC

Fee-Only (% of Portfolio)

Glacier Point Advisors offers investment management and investment advice for various securities, including stocks, bonds, and ETFs. They manage portfolios based on client-agreed investment strategies, ranging from conservative income to aggressive growth and speculation. Glacier Point Advisors manages assets on a discretionary basis, considering the client's investment objectives.

Assets Under Management$7.6M
Clients20
Advisors1
Avg. per Client$380K
Avg. per Advisor$7.6M

Fee Structure

Investment management only (planning not offered)

Glacier Point Advisors charges a management fee based on a percentage of your account balance. The specific rate is agreed upon directly with Interactive Brokers or set forth in Exhibit A of the Investment Advisory Agreement for Altruist accounts. The annual rate ranges from 0.50% to 2.00%, and the total management fees will never exceed 2.00% annually.

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Location

1 Advisors at this firm

Glacier Point Advisors, LLC | TrueAdvisor