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.
10711 Red Run Blvd., Suite 101, Owings Mills, MD, 21117
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Learn about disclosures →Steven is a shareholder of the CPA firm Glass Jacobson & Assoc., PA, working as a full-time CPA. This is a non-investment related role.