Glean Financial offers investment management through both discretionary and non-discretionary arrangements. They also provide financial planning services, including full financial plans and consultation services on individual topics. Glean Financial may recommend third-party managers to clients and receives referral fees from them. They tailor services to each client's goals and objectives and allow clients to impose restrictions on investments.
Assets Under Management$13M
Clients67
Advisors1
Avg. per Client$200K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...