Glass Wealth Management Co., LLC

Glass Wealth Management Co., LLC, established in 1988 by Edward M. Glass, is a registered investment advisor based in San Antonio, Texas, specializing in investment services for high-net-worth individuals and families. The firm focuses on long-term investment strategies, emphasizing understanding the investments held in client portfolios. Glass Wealth Management offers discretionary and non-discretionary asset management services, with a minimum initial balance of $5 million for its Total Asset Management service. The firm charges management fees based on the market value of assets managed, with fees payable quarterly. Investment strategies include Core Equity, Balanced, Total Fixed Income, and Total Asset Management, tailored to individual client needs and risk tolerance. The firm employs a top-down and bottom-up approach to portfolio construction, focusing on tax efficiency and risk management. Glass Wealth Management Co., LLC does not receive performance-based fees and acts as a fiduciary, always prioritizing client interests. Clients have investment discretion, allowing the firm to make investment decisions without specific client consent. The firm does not have any disciplinary information to disclose and does not maintain physical custody of client assets. Glass Wealth Management Co., LLC follows a Code of Ethics and votes on client securities in the best interest of clients.