Glacier Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,775,665
Clients
114
Advisors
1
of 1 employees
About
Glacier Investment Management is an independent registered investment advisor that provides wealth management, comprehensive financial planning, tax and estate planning, and retirement plan advisory services to individuals, families, trusts, businesses, charitable organizations and retirement plans. The firm manages roughly $45.7 million for about 114 clients and serves both individual households and organizational plan sponsors.
The firm’s investment approach emphasizes risk management, diversification, a long-term perspective and low fees, implementing strategies primarily through exchange-traded funds alongside fundamental and technical analysis. Glacier manages the majority of client assets on a discretionary basis and uses proprietary models and processes intended to minimize drawdowns while aligning asset allocation with each client’s documented investment policy.
What is distinctive is the firm’s explicit pension consulting and group retirement plan advisory work for public and private plan sponsors — including fiduciary support, investment selection and participant education — a service offering that is uncommon among solo independent advisors. Glacier also integrates tax and succession planning with investment management, works with third-party custodians and service providers, and conducts annual verbal plan and portfolio reviews unless clients request written reports.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.40%
Account minimum: $500,000 Minimum fee: Minimum financial planning fee of $5,000 Fee-only: Financial planning fees charged upfront and annually based on complexity; investment management fees quarterly in arrears; no commissions earned.
Main office
509 1st Ave W
Kalispell MT 59901
Advisors at this office
1
Most active in
Montana · Texas
Also doing business as
Glacier Investment Management · Glacier Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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