Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Glass Jacobson charges fees for investment advisory services based on a tiered percentage of assets under management. These fees are negotiable based on factors like account size and complexity. They also offer financial planning services for a fixed fee ($1,000 to $25,000) or an hourly rate, and retirement plan consulting fees based on a percentage of plan assets or a flat rate. The firm charges $2,500 to set up a new retirement plan and $1,000 to set up new SIMPLE plans. The Intelligent Portfolio Tier 1 Service Model has a minimum quarterly fee of $10, Tier 2 has a minimum quarterly fee of $100, and Tier 3 has a minimum quarterly fee of $375.
Areas of Practice
Advisor Information
Office location
1901 Research Boulevard, Suite 300, Rockville, MD, 20850
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance broker with Insurance Marketing Center since 2002, dedicating minimal time. He is also a principal at Glass Jacobson Investment Advisors, LLC and Glass Jacobson, RA, spending nearly full-time hours between the two roles providing RIA, financial planning, tax, accounting, divorce advisory, and accounting and tax services.