Glenn Wager
Glenn Wager is a registered investment advisor at Wager Wealth Management and Financial Planning LLC, based in Longmont, CO, with 28 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 121 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.90% |
| $300K - $600K | 0.80% |
| $600K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
The minimum annual fee is $1,000 and is negotiable. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by WWM and the client.
Fee Estimator
Location
Longmont, CO
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1996Other Business Activities
Glenn is a director for Niwot Youth Sports Field and Softball, and a softball coach at SVVSD-SCHS High School. He also serves as treasurer for Niwot Youth Sports, dedicating about 10-40% of his time to these activities depending on the season.
Employment History
Current Registrations
Wager Wealth Management and Financial Planning LLC
Previous Registrations
Guerin Financial Services,ltd.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.