Glassy Mountain Advisors offers personalized wealth advisory services, starting with a comprehensive review of your financial situation to develop a tailored asset allocation strategy. They construct portfolios with equities and income-generating investments, regularly reviewing them to ensure they meet your needs. Portfolios typically include individual securities, mutual funds, and exchange-traded funds. Financial planning is included at no additional charge. Glassy Mountain Advisors manages accounts on a discretionary basis.
Assets Under Management$330M
Clients122
Advisors6
Avg. per Client$2.7M
Avg. per Advisor$56M
www.glassymountainadvisors.com ·www.linkedin.com/company/glassy-mountain-adviso... ·x.com/glassymountain
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are also charged on client assets on margin and on accrued interest. Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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