Glass Jacobson Investment Advisors offers a range of financial services, including investment advice, financial planning, and retirement plan consulting. Glass Jacobson tailors investment services to individual client needs, considering factors like risk tolerance and financial goals. The firm manages accounts on a discretionary or non-discretionary basis and typically requires clients to establish brokerage accounts with Schwab or Fidelity. They also offer an automated investment program with tiered service models.
Fee Structure
Glass Jacobson Investment Advisors offers investment management services where fees are based on a percentage of the portfolio value, billed quarterly in advance.
For accounts under $1 million:
- $0 - $250,000: 1.50% per year
- $250,001 - $1,000,000: 1.25% per year
For accounts of $1 million or more:
- First $2,000,000: 1.00% per year
- Next $3,000,000: 0.85% per year
- Next $5,000,000: 0.75% per year
- Over $10,000,000: 0.50% per year
Glass Jacobson also offers an automated investment program with tiered service models:
- Tier 1 (Base Camp): 0.25% per year with a $10 per quarter minimum fee and a $5,000 account minimum.
- Tier 2 (Ascent): 0.40% per year with a $100 per quarter minimum fee and a $100,000 account minimum.
- Tier 3 (Apex): $375 per quarter minimum fee and a $100,000 account minimum.