SERVICES & FEES

Transparency and openness are the basis of any good relationship.

We strive to be transparent in all we do so you’re never in doubt that we always have your best interests as our top priority. We are a fee-only advisor which means we only get paid for the services we provide. We are NEVER compensated for selling products or making referrals.

Below is an overview of our transparent fees.

Initial Phone Consultation

FREE
  • No obligation consult to see if we’re a good fit
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Investment Management

0.80%
  • Fee percentages tier down as your investment assets grow
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Investments & Planning

1.00%
  • Fee percentages tier down as your investment assets grow
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One-Time Financial Plan

Man making his next move
$1,500
  • Half due prior to the initiation of work*
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*Second half due at completion. The last half is waived if investment accounts are opened with us. 

A La Carte Advisory Services Available

Dependent on the scope of work being provided. A flat-fee comprehensive proposal will be presented and agreed upon prior to the commencement of any work.

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Through our comprehensive review and analysis, we provide clear, concise and actionable plans and guidance you can understand, empowering you to make the best-informed financial decisions possible.

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Warranties & Disclaimers

 

There are no warranties implied.

Glacier Investment Management (“GIM”) is a registered investment adviser located in Kalispell, MT. GIM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. GIM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of GIM’s web site on the Internet should not be construed by any consumer and/or prospective client as GIM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by GIM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of GIM, please contact the state securities regulators for those states in which GIM maintains a registration filing. A copy of GIM’s current written disclosure statement discussing GIM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from GIM upon written request. GIM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to GIM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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