Glideslope Wealth Management (GS) provides investment management and financial planning services to individuals and high-net-worth individuals. GS develops personalized investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning covers business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. GS also offers educational seminars.
Assets Under Management$1.8M
Clients8
AdvisorsN/A
Avg. per Client$230K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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