Glenmore Financial, Inc. (GFI) is a fee-only firm offering personalized financial planning and investment management. GFI helps clients identify financial goals, solve financial problems, and simplify cash flow. GFI provides tax planning and preparation, advice on financial risk and investments, retirement planning, insurance, and estate planning. GFI also operates LifeSighted, catering to young professionals. GFI doesn't sell products or accept commissions.
Assets Under Management$28M
Clients42
Advisors2
Avg. per Client$660K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
If the client is also engaged in an Ongoing Comprehensive Planning Relationship, up to $1,000,000 may be managed at 0%. The annual investment management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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