GS
CFA
GS
CFA

Glenn Steinke

7 Years of Experience
Eagan, MN

Glenn Steinke is a CFA-designated registered investment advisor at Gs Investment INC, based in Eagan, MN, with 7 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 89 clients with $270M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
89 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$270.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.75%

Fees negotiable above $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

860 Blue Gentian Road, Suite 200, Eagan, MN, 55121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gs Investment INC
November 2018 - Present · 7 yrs 5 mos
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.