menu The Gleason Group

Our Fees

There are many reasons to hire a financial advisor.  We help you set meaningful and measurable goals, prioritize what’s most important, eliminate non-essentials and evaluate real trade-offs. We help remove constraints, create buffers and reduce stress. We design a portfolio based on your life goals and ensure you’re prepared for the unexpected.

Ultimately, our advice must provide a greater benefit than the cost. At the Gleason Group, we earn our fee by providing three essential services:

Our role is that of a teacher and accountability partner. While you can’t always choose the path you walk in life, you can choose the manner in which you walk it. You have one life to live, one legacy to leave.  At the Gleason Group, we help you make the most of it.


Our Fees

Our fees are based on the assets we manage. Insurance products are offered under a separate commission-based arrangement. For additional information, see our SEC Form ADV here.

Assets Annual Fee
$500,000 and Less   1.50%
$500,001 – $1,000,000   1.25%
$1,000,001 – $3,000,000   1.00%
$3,000,001 – $5,000,000   0.85%
$5,000,001 & Above   Custom

 

Portfolio Design

Essentially, we need to be able to design a better portfolio than you can do on your own. In addition, we monitor your portfolio, making necessary adjustments through life’s trials, tribulations and transitions keeping you on track.

We utilize a disciplined approach to selecting the investments we utilize for client portfolios. Our investment committee monitors portfolio positions and investment vehicles consistently throughout the year.

Behavioral Coaching

Abandoning a sound financial plan can be extremely costly. Research has shown time and time again regardless of technology and the increasing speed of available information, we are still our own worst enemy when it comes to investing. Behavioral Coaching is primarily concerned with helping you stay on plan and avoid reacting to market noise or emotional events. That sounds simple, but our human wiring does not equip us very well for this task. Emotions get in the way.

At the Gleason Group, we act an emotional circuit breaker, helping you avoid financial blunders and circumventing tendencies to chase returns or run for cover in emotionally charged situations.

Financial Life Planning

From your investments to estate plan, we provide guidance in all areas of your financial life. Helping you set meaningful and measurable goals, prioritize what’s most important, eliminate non-essentials and evaluate real trade-offs.

We help you remove constraints, create buffers, and set boundaries where needed to reduce stress and help you be prepared for the unexpected. Our ultimate goal is helping you make better decisions and live a happy, fulfilled life free from worry about money.

independent Research

According to independent studies, sound financial guidance tends to pay off somewhere in the ballpark of 3% to 4% per year. Those familiar with the power of compounding understand the enormous impact of the cumulative effect of those gains over the long run is staggering. While knowledge is an important starting point, the adherence to your plan and avoiding behavioral mistakes are the ultimate keys to getting the “return on life” you desire.

This is your moment.