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GA
GA
Glenn J Arons
Gfp Private Wealth
28 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Financial Planning & Coaching
High Net Worth
Gfp Private Wealth
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
17 advisors
Number of Clients
727 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:
$1M
Financial Planning:
Included in AUM fee
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $5.0M
1.00%
$5.0M - $10.0M
0.80%
$10M+
0.50%
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
Potomac, MD
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History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
March 2021
Settled
Employment Separation After Allegations
November 2018
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Gfp Private Wealth
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Park Avenue Securities LLC
April 2001 - December 2018 · 17 yrs 8 mos
Park Avenue Securities LLC
Broker
May 1999 - December 2018 · 19 yrs 7 mos
Guardian Investor Services Corporation
Broker
July 1995 - May 1999 · 3 yrs 10 mos
Nylife Securities INC.
Broker
September 1994 - January 1995 · 4 mos
State Registrations
2 states
MD
TX
Advisor
Exams
No exam information available for this advisor.