Firm Info
Firm Size
Services Offered
- Financial Planning
- Portfolio Management for Individuals & Small Businesses
- Publication of Periodicals or Newsletters
- Educational Seminars & Workshops
Types of Clients
- Individuals (Not High Net Worth)
- Charitable Organizations
Available Fee Structures
- Percentage of Assets Under Management (AUM)
- Fixed Fees (Other than subscription)
Glenwood Investment Group, LLC Overview
BOW STREET LLC is a registered investment advisory firm with headquarters in New York, NY. The firm has been in business since 2017 and operates on a fee-based structure. As a commodity pool operator and advisor, the firm offers expert investment advice to individuals and small businesses. BOW STREET LLC offers a range of professional services to its clients, including portfolio management for individuals and small businesses. The firm's expertise in portfolio management is evident in its successful management of pooled investment vehicles. Clients trust BOW STREET LLC to make informed investment decisions that align with their financial goals and expectations. With a strong focus on providing valuable investment advice, BOW STREET LLC is committed to helping its clients achieve financial success. The firm's commitment to client satisfaction is evident in its exceptional track record, making it a top choice for individuals and businesses seeking reliable and trusted investment advisory services.
GLENWOOD INVESTMENT GROUP, LLC caters to an array of clients ranging from individuals to non-profit, charitable organizations. The firm's expertise in investment management and financial planning is tailored to meet the unique needs and goals of each client. For instance, individuals seeking to invest their wealth, build their portfolio or prepare for retirement can rely on GLENWOOD INVESTMENT GROUP, LLC's proactive approach to managing their assets. On the other hand, non-profit organizations with specific financial goals and philanthropic objectives can leverage the firm's investment strategies for sustainable performance. GLENWOOD INVESTMENT GROUP, LLC offers fee structures that are flexible and aligned with client needs based on services rendered. The firm's fee arrangements are typically tied to the value of the assets under management (AUM). Clients pay a percentage of the AUM as compensation for the investment management services provided. Additionally, clients can opt for fixed fees, which are predetermined and based on a set rate for specific services. This fee structure may be appropriate for clients seeking financial advisory services that do not require a long-term investment partnership. Overall, GLENWOOD INVESTMENT GROUP, LLC ensures that its fee structure reflects the value of the services provided while ensuring transparency and accountability to clients.
Typical Clients, Fee Structures & Investment Minimum
According to the Part 2 Brochure of Glenwood Investment Group, LLC, the firm's minimum investment requirement is not mentioned.
How This Office Can Help Manchester, NH Residents
Glenwood Investment Group, LLC is a trusted financial institution committed to helping clients achieve their financial goals. For those living in Manchester, NH, the firm offers a range of services depending on their unique financial situations. For instance, if someone is looking to grow their wealth through investments, Glenwood's team of experienced financial advisors can guide them towards the right investments and help them create a diversified portfolio that effectively mitigates risks. Additionally, Glenwood Investment Group, LLC can assist clients in Manchester, NH with managing their debt, creating a comprehensive budget, and planning for retirement. For someone who is facing challenges such as a job loss or a medical emergency, the firm can also help them create a financial plan that prioritizes their needs while also helping them achieve long-term financial goals. Whether someone is just starting their financial journey or seeking expert guidance to take their financial plan to the next level, Glenwood Investment Group, LLC is dedicated to helping them achieve financial success.
Services Offered by Glenwood Investment Group, LLC
Core Advisor Services
Financial Planning
Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.
Portfolio Management for Individuals & Small Businesses
Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.
Market Timing Services
Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.
Other Services
Selection of Other Advisors
The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.
Publication of Periodicals or Newsletters
The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.
Educational Seminars & Workshops
The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.
Fee Structures
Financial advisory fees usually are based on the services provided. Fee types charged by Glenwood Investment Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Unavailable
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Subscription (Newsletter or Periodical)
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
Types of Clients
This Office Location
- Mon 9 AM–5 PM
- Tue 9 AM–5 PM
- Wed 9 AM–5 PM
- Thu 9 AM–5 PM
- Fri 9 AM–5 PM
- Sat Closed
- Sun Closed
Other Office Locations
Firm Headquarters
This firm has no other locations.
State Registrations
Glenwood Investment Group, LLC is registered to service clients in the following states:
- Arizona
- Florida
- Massachusetts
- New Hampshire
- Texas
- Vermont
Disciplinary History
Glenwood Investment Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.