Glassman Wealth Services offers investment management and financial planning services. Investment management is provided on a discretionary basis. Financial planning covers areas like tax, estate planning, and insurance. Glassman Wealth also provides retirement plan consulting services. GWS may recommend unaffiliated private investment funds. GWS does not offer advice on individual securities.
Assets Under Management$2.2B
Clients383
Advisors13
Avg. per Client$5.7M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees above $25,000,000 are negotiable. GWS also generally requires a $2,000,000 minimum asset level and a $20,000 minimum annual fee for investment advisory services. GWS generally does not bill on certain types of 529 plans and donor advised funds, with exceptions for larger managed accounts.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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