JM
CFP · ChFC

Joseph Mccarthy

9 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

702 King Farm Blvd, Ste 610, Rockville, MD, 20850

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Regulatory History (1)
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Criminal
March 2019
Final Disposition
Employment History
Current Registrations
Glass Jacobson Wealth Advisors
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
May 2020 - May 2023 · 3 yrs
UBS Financial Services INC. Broker
February 2020 - May 2023 · 3 yrs 3 mos
Financial Engines Advisors L.L.C.
November 2018 - May 2019 · 6 mos
Edelman Financial Services, LLC
October 2016 - November 2018 · 2 yrs 1 mo
Ef Legacy Securities, LLCBroker
October 2016 - October 2018 · 2 yrs
Wms Advisors, LLC
April 2016 - October 2016 · 6 mos
H. Beck, INC.Broker
June 2015 - October 2016 · 1 yr 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.