Assets Under Management
$904.1M
Number of Clients
627
Number of Advisors
17
Average Client AUM
$1.4M
AUM per Advisor
$53.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Glass Jacobson provides a proactive, integrated approach to financial services, including investment advisory, financial planning, tax preparation, accounting, and business consulting. They tailor investment advisory services to individual client needs, managing accounts on a discretionary or non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Management Fee is negotiable according to a variety of factors.
10055 Red Run Blvd, Suite 160, Owings Mills, MD, 21117