Glass Lakes Capital Management offers financial planning services covering cash flow, education funding, retirement, risk management, and estate planning. They also manage investment portfolios using strategies tailored to client risk profiles, often employing a Core + Satellite approach. They may recommend third-party investment managers and offer a wrap fee program for clients with at least $50,000 to invest.
Assets Under Management$80M
Clients66
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$80M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
If a sub-advisor is engaged, their fee ranges from 0.10% to 0.75% and is in addition to Glass Lakes' fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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