Glacierwealth
Assets Under Management
$39.5M
Number of Clients
48
Number of Advisors
1
Average Client AUM
$824K
AUM per Advisor
$39.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GlacierWealth offers investment supervisory services through individual portfolio management and model portfolio management. Financial planning is included as part of investment supervisory services. The firm tailors relationships based on client needs, objectives, investment horizon, and risk tolerance.
Fee Structure
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
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
Location
643 Denver St, Ste 100, Whitefish, MT, 59937