Glenda Haines
Glenda Haines is a registered investment advisor at Eves&haines Wealth Management, based in Greeley, CO, with 11 years of industry experience. Glenda 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 20 clients with $4.9M 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 $1000K | 0.65% |
| $1M+ | 0.50% |
Fee Estimator
Location
4627 W. 20th St Rd, Suite B, Greeley, CO, 80634
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glenda is a co-owner of Eves&Haines Wealth Management Group, Inc., which sells life insurance, fixed/indexed annuities, and long-term care products. Glenda is a licensed insurance agent for these products and spends a few hours per week meeting with customers and writing policies.
Employment History
Current Registrations
Eves&haines Wealth Management
State Registrations1 state
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