GLR Investment Advisory LLC offers investment management services through its online platform. Clients provide their financial information and objectives, and the software recommends a portfolio tailored to their needs. GLR invests client assets according to model portfolios with varying degrees of risk tolerance. Clients can impose restrictions on investing in certain securities, which may prevent them from investing in certain models.
Assets Under Management$2K
Clients2
Advisors1
Avg. per Client$1K
Avg. per Advisor$2K
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | Included |
| $25K - $100K | 0.48% |
| $100K - $250K | 0.46% |
| $250K - $500K | 0.42% |
| $500K - $1.0M | 0.36% |
| $1M+ | 0.24% |
For accounts less than $25,000, the fee is $10/month. A $25 monthly fee may be charged if the account falls below $100,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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