Glacier Investment Management provides wealth management and retirement plan advisory services. Their wealth management services include financial planning, tax planning, succession planning, estate planning, cash flow planning, and investment management. Glacier Investment develops personalized financial plans and investment strategies tailored to each client's unique needs and goals. They focus on risk management, diversification, a long-term perspective, and low fees.
Assets Under Management$46M
Clients118
Advisors1
Avg. per Client$390K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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