How does Glassman Wealth Management LLC help clients – Key Takeaways:
Glassman Wealth Management LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, Glassman Wealth Management LLC offers a range of financial services to cater to the unique needs of each client. Here are the key takeaways on how Glassman Wealth Management LLC helps clients:
- Provides personalized financial planning and investment management services to help clients achieve their long-term financial goals.
- Offers objective and unbiased advice to clients, putting their best interests first.
- Takes a comprehensive approach to wealth management, taking into account all aspects of a client’s financial situation.
- Utilizes cutting-edge technology and sophisticated investment strategies to help clients maximize their returns on investments.
- Provides ongoing education and guidance to help clients make informed financial decisions.
Facts and Insights
Glassman Wealth Management LLC was founded in 1998 and is based in Reston, Virginia. The firm is registered with the U.S. Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). As of March 2021, Glassman Wealth Management LLC has over $2.1 billion in assets under management (AUM) and employs a team of 15 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2.1 billion | 15 | Founded in 1998 |
Financial Services Offered
Glassman Wealth Management LLC offers a wide range of financial services to help clients meet their financial objectives. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
Glassman Wealth Management LLC serves a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
Glassman Wealth Management LLC charges a fee based on a percentage of assets under management. The fee varies depending on the size of the client’s portfolio and the services provided. The firm does not charge commissions or receive third-party compensation, ensuring that their advisors’ interests are aligned with their clients’ interests.
Background
Glassman Wealth Management LLC was founded by Barry Glassman, a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA). With over 30 years of experience in the financial industry, Mr. Glassman has built a team of highly qualified and experienced advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Glassman Wealth Management LLC is committed to transparency and adheres to all regulatory requirements. The firm has a clean disciplinary record and does not have any disclosures on record.