Glass Bead Capital Management (GBCM) provides ongoing portfolio management tailored to individual client goals and risk tolerance. GBCM also offers consulting services on specific financial topics like real estate or retirement planning. GBCM primarily recommends equities and ETFs, focusing on growth. GBCM also manages a hedge fund, GlassBead Strategic Partners Fund, LP.
Assets Under Management$30M
Clients32
Advisors2
Avg. per Client$920K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients may pay a performance-based fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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