ER
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
48 clients
Average Client Portfolio
$824K average
Assets Under Management
$39.5M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
*GlacierWealth's advisory fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
GlacierWealth charges an annual fee based on a percentage of assets under management. The fee is 2.00% for assets up to $1,000,000 and 1.00% for assets above $1,000,001. Fees for other consulting services are charged as a flat fee per quarter, billed quarterly in advance. The minimum investment amount required to open an account is $1,000,000. GlacierWealth's advisory fees are not negotiable.
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
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Advisor Information
Office location
643 Denver St, Ste 100, Whitefish, MT, 59937
Get directionsRegulatory History (2)
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Regulatory
August 2015Final
Customer Dispute
June 2009Settled
Employment History
Current Registrations
Glacierwealth
September 2004 - Present · 21 yrs 4 mos
Previous Registrations
Morgan Stanley Dw INC.Broker
October 2000 - July 2001 · 9 mos
New England SecuritiesBroker
December 1998 - November 1999 · 11 mos
State Registrations4 states
IDMTORTX
Advisor
Exams
No exam information available for this advisor.