Herbert Glass
Advisor at Glass Retirement Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Glass Retirement Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Glass Retirement Strategies, Inc.
Location
West Bloomfield, MI 48322-2264
Credentials
ChFC®, Series 63
Industry experience
14 years
Herbert Glass is the principal of Glass Retirement Strategies, Inc. in Bingham Farms, MI, with 14 years of industry experience. He holds the ChFC® and Series 63 designations and has been with his current firm since 2009. Outside of investment advisory, he is involved in pension setup and administrative services as well as insurance product sales. Glass Retirement Strategies primarily advises pension, profit-sharing, and 401(k) plans and offers the SEI Asset Allocation Program to high-net-worth individuals, trusts, and institutional clients. The firm focuses on an asset-allocation approach and provides services largely on a non-discretionary basis, combining retirement plan consulting, administration, and participant education.
Based on Glass Retirement Strategies, Inc.
Based on Glass Retirement Strategies, Inc.
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $4,000,000: 0.50% annually $4,000,001+: 0.40% annually
Fees include commissions from insurance products sold by the firm and its owner as licensed insurance producers.
Account minimum: $500,000 or an initial account size expected to reach that minimum within a reasonable period of time
4405 Pinehurst Drive
West Bloomfield, MI 48322-2264
Michigan
Glass Retirement Strategies, Inc.
2009 - Present (17 years)
Securities Service Network, Inc.
2001 - Present (25 years)
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Insurance agent
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Lawyer
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Real estate agent
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