Glass Wealth Management Co., LLC offers investment management services to high-net-worth individuals, families, trusts, estates, donor-advised funds, corporate entities, and partnerships. Glass Wealth Management designs investment portfolios to endure throughout complete business cycles. The firm offers discretionary and non-discretionary management of assets. For families with over $5 million, Glass Wealth Management also offers Total Asset Management, which includes consulting services and review of external investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable on amounts in excess of $25 million. Fixed Income, Mutual Funds and Exchange Traded Funds may be charged up to 0.35% on the first $5 million and 0.25% on amounts over $5 million. An additional 0.25% is charged specifically for the Total Asset Management Service for any one client having less than $25MM in assets under management with Glass Wealth Management.