How does the advisor help clients – Key Takeaways:
With years of experience in the financial industry, GLASS WEALTH MANAGEMENT CO., LLC is a reliable and trustworthy source for financial planning and management. Their team of experts provides personalized solutions and guidance to help clients achieve their financial goals and make the most of their wealth. Here are some key takeaways on how GLASS WEALTH MANAGEMENT CO., LLC helps its clients:
- Offers personalized financial planning and management services to help clients reach their financial goals
- Provides expert guidance and advice on wealth management strategies
- Utilizes cutting-edge technology to analyze and monitor investments
- Offers a diverse selection of financial services to cater to the unique needs of each client
- Works closely with clients to create customized financial plans that align with their individual goals
Facts and Insights
GLASS WEALTH MANAGEMENT CO., LLC was founded in 2005 and has been providing top-notch financial services ever since. They currently manage over $500 million in assets and have a team of highly experienced and qualified advisors. With a reputation for excellence and a commitment to their clients’ success, GLASS WEALTH MANAGEMENT CO., LLC is a top choice for individuals seeking expert financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
GLASS WEALTH MANAGEMENT CO., LLC offers a wide range of financial services to help clients create and preserve their wealth. These services include:
- Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Risk Management
Client Types
GLASS WEALTH MANAGEMENT CO., LLC caters to a diverse range of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Executives
- Young professionals
Fees & Compensation
GLASS WEALTH MANAGEMENT CO., LLC offers fee-only financial planning and management services, which means they do not receive commissions or compensation from third-party products. This ensures that their recommendations are solely based on the best interests of their clients. The fees for their services are based on a percentage of assets under management, making their compensation directly tied to their clients’ success.
Background
GLASS WEALTH MANAGEMENT CO., LLC is a privately owned registered investment advisor (RIA) headquartered in New York City. The firm was founded by John Glass, a highly experienced financial advisor with over 25 years of experience in the industry. Their team of advisors boasts a combined experience of over 100 years in the financial industry, making them well-equipped to handle even the most complex financial situations.
Financial Advisor Disclosures to Know
As a registered investment advisor, GLASS WEALTH MANAGEMENT CO., LLC follows strict regulations set by the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients and always disclose any potential conflicts of interest. Additionally, their advisors are required to disclose any legal or disciplinary events that may impact their ability to provide unbiased and quality services to their clients.