Glass Jacobson Wealth Advisors
Assets Under Management
$904.1M
Number of Clients
627
Number of Advisors
17
Average Client AUM
$1.4M
AUM per Advisor
$53.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Glass Jacobson Investment Advisors provides integrated financial services including tax preparation, accounting, business consulting, and investment advisory. They offer discretionary/non-discretionary investment management, financial planning, and retirement plan consulting. Client accounts are managed on a household basis, typically held at Schwab or Fidelity. They also offer an automated investment program through Schwab's platform.
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
Location
10055 Red Run Blvd, Suite 160, Owings Mills, MD, 21117