Glover Park Wealth Management offers investment advisory services, including customized wealth management solutions and financial planning, to individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. Glover Park works with clients to identify their investment goals, risk tolerance, and financial situation to design a portfolio strategy. The firm may use ETFs, mutual funds, individual stocks, bonds, options, hedge funds, independent managers, and other investments. Glover Park also offers financial planning services on an hourly or fixed-fee basis.
Fee Structure
Glover Park Wealth Management's investment advisory fees range from 0.65% to 1.25% annually, based on the value of your portfolio. The fees are negotiable and depend on factors like the complexity of services, the amount you invest, and the overall relationship. If Glover Park uses independent managers for your portfolio, the total fee, including Glover Park's fee and the independent manager's fee, will not exceed 2.50% annually.