GA

Glenn J Arons

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
727 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.50%

Fees are for equity and balanced accounts. Fixed-income-only management fees are 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$70 - $350/hr

GFP's annual investment advisory fees are based on a percentage of assets under management, generally ranging from 0.3% to 1.0%, but may be higher for complex accounts. For accounts over $1,000,000, fees are 1.00% on the first $5,000,000; 0.80% on the next $5,000,000; and 0.50% over $10,000,000 for equity and balanced accounts. Fixed-income-only management fees are 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% over $10,000,000. A minimum of $1,000,000 of assets under management is generally required, but this may be negotiable. Financial planning fees are generally included in the asset-based annual fee, but additional fees may apply in complex family situations. Personal Trustee Services, Tax Prep & Filing, and Bill Payment fees range from $70 to $350 per hour or are charged as a fixed annual fee.

Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningRetirement PlanningInsurance PlanningInvestment ManagementHigh Net Worth
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Advisor Information

Office location

Potomac, MD

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2021
Settled
Employment Separation After Allegations
November 2018
Employment History
Current Registrations
Gfp Private Wealth
October 2020 - Present · 5 yrs 3 mos
Previous Registrations
Park Avenue Securities LLC
April 2001 - December 2018 · 17 yrs 8 mos
Park Avenue Securities LLC Broker
May 1999 - December 2018 · 19 yrs 7 mos
Guardian Investor Services CorporationBroker
July 1995 - May 1999 · 3 yrs 10 mos
Nylife Securities INC.Broker
September 1994 - January 1995 · 4 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.
Glenn J Arons - Financial Advisor | AdvisorDiscover