How does GLASSMAN WEALTH SERVICES, LLC help clients – Key Takeaways:
GLASSMAN WEALTH SERVICES, LLC is a leading financial advisor firm that aims to provide comprehensive and personalized financial solutions to their clients. The firm specializes in wealth management, retirement planning, and investment management, among other services. With a team of highly experienced and knowledgeable advisors, GLASSMAN WEALTH SERVICES, LLC strives to help clients achieve their financial goals and secure a stable financial future.
Facts and Insights
GLASSMAN WEALTH SERVICES, LLC was founded in 2005 and has been in business for over 15 years. The firm is based in New York City and serves clients nationwide. As of 2020, the firm manages over $500 million in assets under management and has a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2005 | $500 million | 10 | 15+ years |
Financial Services Offered
GLASSMAN WEALTH SERVICES, LLC offers a range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Education planning
- Tax planning
- Insurance planning
Client Types
GLASSMAN WEALTH SERVICES, LLC serves a diverse client base that includes individuals, families, and businesses. The firm caters to clients with varying financial needs and goals, regardless of their income or net worth. Their personalized approach ensures that each client receives tailored financial advice and solutions specific to their situation.
Fees & Compensation
GLASSMAN WEALTH SERVICES, LLC charges fees based on a percentage of the total assets under management. The firm’s fee structure is transparent, and they do not charge any hidden fees or commissions. The firm’s compensation is solely based on the growth and performance of client investments, aligning their interests with those of their clients.
Background
The founding partner Greg Glassman has over 25 years of experience in the financial industry. He holds a Bachelor’s degree in Economics and a Master’s degree in Finance. He is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Glassman and his team of advisors are dedicated to staying up-to-date with the ever-changing financial landscape and providing their clients with the best advice and strategies.
Financial Advisor Disclosures to Know
GLASSMAN WEALTH SERVICES, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm follows strict regulations and is required to disclose any potential conflicts of interest to clients. The firm also has a fiduciary duty to act in the best interest of their clients, ensuring that their recommendations are always unbiased and in line with their clients’ goals and risk tolerance.