Glass City Capital Management, LLC

Fee-Only (% of Portfolio)

Glass City Capital Management is a registered investment advisor that prioritizes performance. They operate as a fee-only advisor, meaning they don't receive commissions. They offer two investment strategies: Core and Independent. The Core strategy focuses on actively identifying attractive investment opportunities in the stock market. The Independent strategy is offered upon specific client requests. Glass City Capital has discretionary authority to manage client accounts.

Assets Under Management$5.9M
Clients13
Advisors1
Avg. per Client$460K
Avg. per Advisor$5.9M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Independent strategy fee is negotiable but not greater than 1.00%.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Glass City Capital Management, LLC | TrueAdvisor