Glashofer Financial Advisors Fees & Minimum

Overview

Total Firm Assets: $284 million
Average High-Net-Worth Client Portfolio Size: $3.1 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: GFA PART 2A AND 2B (2026-03-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,500,000	1.00%
$1,500,001	$3,000,000	0.80%
$3,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$37,000	0.74%
$10 million	$62,000	0.62%
$50 million	$262,000	0.52%
$100 million	$512,000	0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 88.21%
Number of High-Net-Worth Clients: 81
Total Client Accounts: 379
Discretionary Accounts: 372
Non-Discretionary Accounts: 7

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 146262

GFA PART 2A AND 2B (2026-03-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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