Glenn Fischer is a graduate of the UC Berkeley Biochemistry program and the University of Texas MBA program in Finance. He has been working in financial services since 1987.
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We are a small boutique firm designed to solve problems. We make your life easier.
To schedule an appointment click here: calendly.com/glenn-25
|Firm Start Year:||2015|
|No. of Employees:||2-4|
|Insurance License#:||VA 681424, DC 3040047, MD 99943539|
|Name of Custodial Firm:||TD Ameritrade and Millenium|
|Number of Years with Current Firm:||5|
|Work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Advisory Services Provided:||Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting|
|Investment Types:||Mutual Funds, Exchange Traded Funds (ETFs), 1031 exchanges, Non traded REITs, Alternative Investments, Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Office, Email, Your Home, Video Conference, Phone, Our Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Life, Health, Annuity, Accident, Casualty, Property, Disability|
|Firm's Number of Clients:||47|
|Firm's Number of Planning Clients:||47|
|Firm's Number of Managed Clients:||47|
|Advisor's Number of Clients:||47|
|Advisor's Number of Managed Clients:||47|
|Advisor's Number of Planning Clients:||27|
|Assets Managed by Advisor:||200000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000.00|
|Compensation Methods:||Commissions, Hourly, Based on Assets|
|Fee % Based on Assets:||0.05%-1%|
|Additional Details on Charges:||When possible I always give the client the option of a percentage of assets charge or the commission the product has built in to it.|
|Minimum Fee Charged for Managed Accounts:||TBD|
|BA - Biocehmistry||UC Berkeley
- Berkeley CA
|MBA - Finance||University of Texas at Austin
- Austin, Tx
|Financial Advice & Consulting
Do you have a question of a financial nature that has stumped other advisors. Ask Glenn. Odds are if it is doable we will have a methodology to help.
When it comes to retirement planning we help people decide how to position their assets to support the retirement lifestyle they need.
We handle all aspects of 401k rollovers and Net Realized appreciation (NUA) of company stock in retirement plans.
We can handle all aspects of insurance planning from life insurance and annuities to property and casualty issues.
We provide access to most major insurance companies that provide annuities.
|Tax Planning & Mitigation
We use a wide variety of tax planning tools. We have the ability to do 1031 exchanges, capital gain rollovers into Opportunity zone funds. As well as traditional tax loss harvesting and planned sales to reduce tax burdens.
We have a unique cash management platform for cash holdings of $250,000 or more. Our system provides up to $25 million in FDIC protection per tax ID and is currently paying nearly 20 times more than most national brokerage deposits.
|Financial Planning for Businesses
We understand many aspects of financial planning from taking a business public to selling a business. We also help owners plan out how to separate real estate assets and business operations.
|Financial Planning for Individuals
We provide a full suite of financial planning using the latest and best software and strategies on the market.
We utilizes the top money managers in the World. We have relationships with 10,000+ portfolio managers. If you need someone we probably have access.
|Estate Planning & Trusts
We work with CPA and Estate Attorneys to help clients work thought estate issues and trick trust problems.
|Education Funding and Planning
Can use all sorts of traditional and innovative approaches to education funding. We use established 529 plans. We also use unusual strategies like purchasing a rental property and converting it into a tuition payment when the time comes.
|Investment Management & Advice
We provide a full suite of Investment management services and Advise at reasonable rates.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Sat.||10:00 AM - 4:00 PM|
|Alexandria, Springfield, Arlington, Falls Church, Fairfax County, Loudoun County, Northern VA, DC, parts of Maryland|
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