Glacier Investment Management provides comprehensive wealth management services, including financial planning, tax planning, estate planning, and investment management. Founded in 2014 and headquartered in Kalispell, Montana, the firm builds customized investment portfolios using exchange-traded funds, mutual funds, and individual securities, with a strong emphasis on risk management, diversification, and low fees. Glacier Investment Management works with individuals, families, trusts, businesses, and retirement plans to help them reach their long-term financial goals.
Assets Under Management$46M
Clients118
Advisors1
Avg. per Client$390K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are billed quarterly in arrears on a pro-rata basis based on the average value of the account during the preceding quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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