Glynn Capital Advisors offers investment advisory services to family offices, high-net-worth individuals, trusts, estates, and charitable organizations. Glynn Capital Advisors manages portfolios using a tactical allocation strategy, aiming to reduce risk and increase performance. They may also provide non-discretionary investment consulting services for alternative investments. General consulting services, including tax, estate, and business planning, are offered through an affiliated company, Glynn Consulting Services, LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.