SA

Steven Glenn Albert

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
627 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$904.1M

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$1,000 - $25,000

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
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate Planning
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Advisor Information

Office location

10711 Red Run Blvd., Suite 101, Owings Mills, MD, 21117

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

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.

Employment History
Current Registrations
Glass Jacobson Wealth Advisors
March 2006 - Present · 19 yrs 10 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.