Glassman Wealth Services, LLC

Glassman Wealth Services, LLC is a registered investment adviser firm established in 2009 and based in Vienna, VA. The firm offers investment advisory services, financial planning consulting, and retirement plan consulting to individuals, high net-worth individuals, pension and profit sharing plans, and charitable organizations. Clients are required to enter into an Investment Advisory Agreement with the firm, setting forth the terms, conditions, and fees. Glassman Wealth Services charges a negotiable annual investment advisory fee based on a percentage of assets under management, with a minimum fee of $20,000 annually. The firm provides discretionary investment advisory services, financial planning, and consulting services, and may recommend unaffiliated private investment funds. Clients have the option to engage in retirement plan consulting services, with fees ranging between 0.25% and 1.00% of plan assets. Glassman Wealth Services does not receive compensation from the sale of securities and does not offer a wrap-fee program. The firm conducts periodic account reviews and does not vote client proxies. Clients receive transaction confirmations and account statements directly from the custodian. Glassman Wealth Services does not have any disciplinary actions, bankruptcy petitions, or financial conditions that may impair its ability to meet commitments. For any questions or further information, clients can contact Barry Glassman, the Chief Compliance Officer.