Overview

Headquarters
Columbia, MD
Total Firm Assets
$261 million
Average High-Net-Worth Client Portfolio Size
$3.3 million

Fee Disclosure

Source: GLR PARNTERS ADV PART 2A 9-2025 (2026-07-02) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 $3,000,000 1.00%
$3,000,001 $10,000,000 0.75%
$10,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $11,250 1.12%
$5 million $46,250 0.92%
$10 million $83,750 0.84%
$50 million $283,750 0.57%
$100 million $533,750 0.53%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
85.96%
Number of High-Net-Worth Clients
67
Total Client Accounts
674
Discretionary Accounts
674

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
334902
  • GLR PARNTERS ADV PART 2A 9-2025 (2026-07-02) (fee schedule source) · View brochure text

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

Frequently Asked Questions