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, Non-Profit Organizations, Individual Investors |
Services |
| Investment Types: | Insurance, 1031 exchanges, Non traded REITs, Annuities, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI) |
| I can meet clients in the following ways: | Video Conference, At my office, At your home, At your office, Via phone, Via email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Disability, Casualty, Long Term Care, Accident, Property, Life, Annuity |
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: | Commissions, Based on Assets, 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 Planning for Individuals |
|
We provide a full suite of financial planning using the latest and best software and strategies on the market. |
Portfolio Management |
|
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. |
 |
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 | |
| Check | Money Order |
| Bank Transfer | |