Glassy Mountain Advisors, INC.

Fee-Only (% of Portfolio)

Glassy Mountain Advisors, Inc. is an independent investment advisory firm based in Bethesda, Maryland, with an additional office in Charlotte, North Carolina. Founded in 2021 by R. Jordan Smyth, Jr., the firm provides personalized wealth management services, including investment management and financial planning. Glassy Mountain Advisors builds tailored portfolios consisting primarily of individual stocks, mutual funds, and exchange-traded funds, utilizing a value-oriented investment strategy focused on fundamental analysis. The firm manages accounts with full authority to make trades without asking first, structuring portfolios around specific client goals, risk tolerances, and income needs. Glassy Mountain Advisors primarily serves high-net-worth individuals, corporations, trusts, estates, non-profit organizations, endowments, and foundations.

Assets Under Management$370M
Clients127
Advisors6
Avg. per Client$2.9M
Avg. per Advisor$62M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees and account minimums may be negotiated in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6 Advisors at this firm

Glassy Mountain Advisors, INC. - Fees, AUM & Advisors | TrueAdvisor