How does the advisor help clients – Key Takeaways:
Glenn Asset Management is a trusted financial advisor that provides exemplary services to clients. This article explores the key takeaways of how the advisor helps clients.
Facts and Insights
Below are some important facts and insights about Glenn Asset Management:
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $500 million | 10 |
| 2016 | $700 million | 15 |
| 2017 | $1 billion | 20 |
Financial Services Offered
Glenn Asset Management offers a wide range of financial services to its clients, including:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance and risk management
Client Types
Glenn Asset Management caters to a diverse set of client types, including individuals, families, small businesses, and institutional investors. The advisor is committed to understanding the unique needs and goals of each client and providing customized solutions.
Fees & Compensation
Glenn Asset Management charges a fee based on a percentage of assets under management. The fee may vary depending on the size of the client’s portfolio and the services they require. The advisor is transparent about its fees and does not receive any commissions or incentives from third parties.
Background
Glenn Asset Management was founded in 2010 by John Glenn, a seasoned financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and has expanded to have a presence in multiple states. The team at Glenn Asset Management is made up of highly qualified advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Glenn Asset Management is legally required to disclose certain information to clients and potential clients. This includes any conflicts of interest, disciplinary history, and fee structures. Clients can access this information on the advisor’s website or by requesting it directly from the firm.