Glass Lake Wealth Management provides investment management and financial planning services. Investment management involves creating a portfolio based on your goals and risk tolerance, and rebalancing it as needed. Financial planning includes a comprehensive review of your financial situation, covering topics like retirement, education, tax, insurance, and estate planning. Clients with at least $400,000 of assets under management receive financial planning services.
Assets Under Management$23M
Clients27
Advisors1
Avg. per Client$860K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fees are negotiable. Financial planning is included for clients with at least $400,000 of assets under management. A "Day Trading" strategy is available to qualified clients under a performance-based fee model (15% of net profits).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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