Glassman Wealth Services, LLC
Assets Under Management
$2.2B
Number of Clients
383
Number of Advisors
12
Average Client AUM
$5.7M
AUM per Advisor
$182.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Glassman Wealth Services provides discretionary investment advisory services, financial planning consulting, and retirement plan consulting to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. They offer advice on limited types of products and do not offer advice on individual securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees negotiable above $25,000,000.
Fee Estimator
GWS charges an annual investment advisory fee based on a percentage of the market value of assets managed. The firm generally requires a $2,000,000 minimum asset level and a $20,000 minimum annual fee for investment advisory services. The minimum fee can be waived, reduced, or increased. Fees are negotiable above $25,000,000. Related accounts are grouped for fee billing breakpoint purposes (householding).
Areas of Practice
Location
8000 Towers Crescent Drive, Suite 1450, Vienna, VA, 22182
