Glass Capital Management LLC

Fee-Only (% of Portfolio)

Glass Capital Management (GCM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. GCM creates an Investment Policy Statement for each client. GCM generally limits its investment advice to equities, primarily recommending U.S. small cap value stocks, but may use other securities to diversify portfolios. Clients may impose restrictions on investments, but GCM reserves the right to end the relationship if restrictions prevent proper service.

Assets Under Management$2.5M
Clients3
AdvisorsN/A
Avg. per Client$830K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Glass Capital Management LLC | TrueAdvisor