Glenn Asset Management offers personalized investment management to individuals, families, and businesses. Glenn Asset Management helps clients define financial goals and develop strategies to reach those objectives. These strategies may include investment management, risk exposure review, education funding, retirement planning, and charitable goals. The firm is compensated solely by fees paid directly by clients.
Assets Under Management$2.4M
Clients63
Advisors1
Avg. per Client$38K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees may be negotiable. Clients can combine multiple household accounts to receive a lower tiered scheduling fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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