Glenn Zuck is a registered investment advisor at Ascensus Investment Advisors, LLC, based in Charleston, SC, with 18 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $13B in assets under management.
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Fee Structure
AIA provides investment advisory services to State Administrators for government savings plans. The fee paid to AIA and its affiliates is based on a percentage of the value of the underlying Plan assets under administration by the Firm. This fee includes AIA’s advisory services as well as other services provided by the Firm and/or its affiliates, including recordkeeping and program administration services. Fees are generally calculated on a daily basis and are due monthly in arrears via direct invoice or automatic deduction from an account held on behalf of the State Administrator.
Location
Charleston, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ascensus Investment Advisors, LLC
Previous Registrations
Ascensus Investment Advisors, LLC
Ascensus Broker Dealer Services, LLCBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations1 state
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.