GLACIERWEALTH

Overview

Glacierwealth is a small, privately owned corporate advisory firm that provides portfolio management primarily for individuals, families and small businesses. Its client base includes both individual & family clients and institutional accounts. The firm charges fees as a percentage of assets under management and also offers fixed-fee arrangements. Glacierwealth reports that it is not an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator; it relies on external managers for alternative strategies. Ownership is held at the individual level and the adviser is not tied to a related adviser or pension consulting practice.

Assets & Accounts

Investments & Alternatives