Advisor at Glass Lake Wealth Management
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Firm
Glass Lake Wealth Management
Location
Huntersville, NC
Credentials
CFP®, CFA®
Industry experience
5 years
James Krapfel is a CFP® and CFA® with five years of industry experience. He is the sole advisor at Glass Lake Wealth Management, where he has worked since 2020. Prior to that, he was with RMB Capital from 2015 to 2019. Glass Lake Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients with discretionary asset management and financial planning services. The firm employs a long-term, quality-growth investment approach with diversified equity and fixed-income allocations and offers a distinctive voluntary Day Trading overlay for qualified clients under a performance-based fee arrangement.
Based on Glass Lake Wealth Management
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.80% annually
15% of net profits from Day Trading strategy, subject to high-water mark
Account minimum: $400,000 Fee-only: Annual investment advisory fee based on AUM starting at 1.00% for first $1 million, 0.80% thereafter; negotiable
Huntersville, NC
Illinois · North Carolina
Glass Lake Wealth Management LLC
2020 - Present (6 years)
Unemployed
2019 - 2020 (1 year)
RMB Capital
2015 - 2019 (4 years)
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