Assets Under Management
$251.6M
Number of Clients
340
Number of Advisors
4
Average Client AUM
$740K
AUM per Advisor
$62.9M
Compensation
Fee-Only (AUM)
Glass Wealth Management Co., LLC offers discretionary and non-discretionary asset management. They customize investment advisory services based on individual needs, managing investments in publicly traded securities. For families with over $5 million, they offer GWM Total Asset Management, including consulting services and review of external investments.
| Assets Under Management | 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.
1020 NE Loop 410, Suite 802, San Antonio, TX, 78209-1544