Brian Glenn is a CFA-designated registered investment advisor at Premier Path Wealth Partners, LLC, based in Madison, NJ, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 463 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premier Path Wealth Partners' maximum annual fee for investment management is 1.50%. This fee is billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals over $50,000. The fee is negotiable based on individual circumstances and account type. Account values of family members in the same household may be combined to potentially reduce the fee. The firm may also use third-party managers, whose fees are separate from Premier Path's fees and range from 0-0.90% annually for fixed income and 0.00%-1.50% annually for equity managers.
Location
7 Giralda Farms, Suite 190, Madison, NJ, 07940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian serves on the Board of Directors for IEH Corporation, a connector manufacturer, since 2023. He dedicates minimal time to this role, focusing on governance and oversight.
Employment History
Current Registrations
Premier Path Wealth Partners, LLC
Previous Registrations
Olcott Square Investment Partners, LLC
Merrill Lynch Investment Managers LP
State Registrations1 state
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