How does the advisor help clients – Key Takeaways:
GLACIER POINT ADVISORS, LLC is a financial advisory firm dedicated to helping clients achieve their financial goals and secure their financial future. With a team of expert financial professionals, the firm offers a wide range of services to assist clients in managing their wealth, planning for retirement, and making smart investment decisions.
Facts and Insights
The firm was founded in 2009 and is based in New York City. Since its inception, GLACIER POINT ADVISORS, LLC has been committed to providing high-quality and personalized financial advice to its clients. The firm takes a client-centered approach and places a strong emphasis on building long-term relationships to better understand and serve the unique needs and goals of each individual client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered
GLACIER POINT ADVISORS, LLC offers a variety of financial services, including investment management, retirement planning, tax planning, estate planning, risk management, and business planning. The firm takes a holistic and comprehensive approach to financial planning, providing clients with a full suite of services to meet their various financial needs.
Client Types
The firm serves a diverse range of clients, including individuals, families, and small business owners. GLACIER POINT ADVISORS, LLC understands that each client is unique and has different financial needs and objectives, and they tailor their services to meet the specific requirements of each client.
Fees & Compensation
At GLACIER POINT ADVISORS, LLC, the fees and compensation structure is transparent and straightforward. The firm charges a percentage of assets under management as their fee, and they do not receive any commissions or other forms of compensation. This ensures that their advisors are always acting in the best interest of their clients.
Background
The team at GLACIER POINT ADVISORS, LLC has a wealth of experience and expertise in the financial industry. With a strong background in finance, economics, and tax planning, the firm’s advisors are well-equipped to provide sound financial advice and help clients make informed decisions about their money. They stay up-to-date with the latest market trends and economic developments to ensure that their clients’ portfolios are always well-positioned for growth and success.
Financial Advisor Disclosures to Know
As a registered investment advisor, GLACIER POINT ADVISORS, LLC is legally obligated to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in the best interest of their clients at all times. The firm takes this responsibility seriously and always puts their clients’ needs first.