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
General Information |
| 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 |
| I work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Annuities, Insurance Planning, Education Funding and Planning |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Alternative Investments, Mortgages & Real Estate, 1031 exchanges, Non traded REITs, Mutual Funds, Insurance, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | At your office, Via Email, Via Phone, At my office, At your home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Property, Casualty, Accident, Annuity, Health, Life, Long Term Care |
Firm Information |
| 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 |
Compliance |
| Registered Investment Advisor: | Yes |
| Investment Advisor Representative: | Yes |
| I am an acknowledged fiduciary: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000.00 |
| Compensation Methods: | Based on Assets, Commissions, Hourly |
| 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
09/01/1987-05/01/1992 |
| MBA - Finance |
University of Texas at Austin - Austin, Tx
09/01/1999-05/01/2001 |
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.
Click here to Connect With Glenn
Financial Advice & Consulting |
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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. |
Retirement Planning |
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When it comes to retirement planning we help people decide how to position their assets to support the retirement lifestyle they need. |
401K Rollovers |
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We handle all aspects of 401k rollovers and Net Realized appreciation (NUA) of company stock in retirement plans. |
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Mon. | 9:00 AM - 6:00 PM |
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Tue. | 9:00 AM - 6:00 PM |
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Wed. | 9:00 AM - 6:00 PM |
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Thu. | 9:00 AM - 6:00 PM |
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Fri. | 9:00 AM - 6:00 PM |
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Sat. | 10:00 AM - 4:00 PM |
| Alexandria | Springfield |
| Arlington | Falls Church |
| Fairfax County | Loudoun County |
| Northern VA | DC |
| parts of Maryland | |
| Check | Money Order |
| Bank Transfer | |