Advisor at Guardian Wealth Partners, LLC
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Firm
Guardian Wealth Partners, LLC
Location
Monroe, NY 10950
Credentials
Series 65
Industry experience
1 year
Aaron Glauber is a financial advisor with Park Avenue Investment Advisory, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company, CBaum CPA, and SDL Group. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm manages client assets on a discretionary basis using model portfolios and third-party investment managers, and offers additional services such as financial planning and ERISA plan consulting.
Based on Guardian Wealth Partners, LLC
Based on Guardian Wealth Partners, LLC
Generally $500 to $100,000 per agreement for financial planning/consulting; up to $30,000 for Business Exit Consulting.
$0 - $100,000: 0.23% (SMA/UMA Program), 0.20% (Rep as PM Program) $100,000 - $250,000: 0.21% (SMA/UMA Program), 0.18% (Rep as PM Program) $250,000 - $500,000: 0.18% (SMA/UMA Program), 0.15% (Rep as PM Program) $500,000 - $1,000,000: 0.16% (SMA/UMA Program), 0.13% (Rep as PM Program) $1,000,000 - $2,000,000: 0.13% (SMA/UMA Program), 0.10% (Rep as PM Program) $2,000,000 - $5,000,000: 0.11% (SMA/UMA Program), 0.08% (Rep as PM Program) $5,000,000+: 0.08% (SMA/UMA Program), 0.05% (Rep as PM Program)
Generally $100 to $500 per hour for standalone financial planning/consulting services.
Subscription-Based Financial Planning fees up to $100,000 annually, paid monthly or quarterly.
Fee-only: Financial planning/consulting fees negotiable; hourly fees $100-$500/hour; flat fees $500-$100,000; Subscription-Based Financial Planning up to $100,000 annually; Business Exit Consulting up to $30,000.
48 Bakertown Rd, Suite 506
Monroe, NY 10950
New Jersey · New York
Guardian life Insurance Company
2024 - Present (2 years)
Park Avenue Investment Advisory
2024 - Present (2 years)
CBaum CPA
2024 - 2024 (1 year)
SDL Group
2023 - 2024 (1 year)
Lily & Todd
2022 - 2022 (1 year)
Socsesureis
2022 - 2022 (1 year)
Doll & Carl
2022 - 2022 (1 year)
Sock Shoppe KJ
2022 - 2022 (1 year)
UTA Mesivta
2018 - 2022 (4 years)
United Talmudical academy
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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