GLR Partners offers personalized financial planning and investment management services. Investment advice is customized to each client’s objectives and financial needs. The firm primarily uses equity securities, mutual funds, and exchange traded funds (ETFs). GLR Partners may recommend unaffiliated money managers. Financial planning covers retirement, education, estate, cash flow, tax planning, and insurance needs.
Assets Under Management$240M
Clients162
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 0.75% |
| $5M+ | 0.50% |
The fee rate applies to the market value of assets within that range. As an example for a client account with a market value of assets of $3,000,000 – the first $500,000 of the client’s account will be subject to a fee rate of 1.25% and the remaining assets will be subject to a fee rate of 0.75%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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