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
800 King Farm Blvd, Suite 500, Rockville, MD, 20850
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is a senior wealth advisor at Glass Jacobson Investment Advisors, dedicating full-time hours to wealth planning and investment advice. He also owns two rental properties in Wilmington, NC, which requires minimal time commitment.