Glassman Wealth at a Glance

Fee-Only?

 

Yes

Fiduciary?

 

Yes

Investment Minimum?

 

$2 million of investable assets

Substantial?

 

Over $1.75 billion Assets Under Management
* as of 09/30/2023

Too big?

 

Boutique by design

Reporting?

 

Clear

Research?

 

Extensive

Recognition?

 

Earned

Refreshing!

 

Why, thank you!