GLR Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$259,560,851
Clients
170
Advisors
3
of 5 employees
About
GLR Partners provides personalized financial planning and both discretionary and non‑discretionary investment advisory services to individuals (including high net worth clients) and entities such as family offices, trusts, estates, private foundations and qualified retirement plans. The firm reports $260.7 million in discretionary AUM, serves roughly 170 clients through three advisors, and typically charges percentage‑of‑AUM fees while delivering portfolio management and financial planning services.
The firm’s investment process begins with a client‑specific analysis of financial condition, goals and risk tolerance and primarily relies on fundamental research to build long‑term portfolios, while permitting shorter‑term trading when appropriate. GLR Partners may use a wide range of instruments — equities, mutual funds, ETFs, fixed income (including municipal securities), REITs, private funds/alternative investments and structured notes — and it may recommend or monitor assets managed by unaffiliated external managers.
Compared with many peers, GLR Partners presents more extensive performance‑oriented materials: its disclosures and marketing materials include performance results, hypothetical performance presentations and references to third‑party ratings alongside a detailed fee schedule and risk disclosures. The brochure also makes explicit several operational and conflict‑of‑interest items that clients should note, such as advisor activities as registered representatives and insurance agents and the firm’s use of custodial reporting and external manager arrangements.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning services, starting at $1,500
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,000 - $10,000,000: 0.75% $10,000,001+: 0.50%
Minimum fee: Minimum financial planning fee of $1,500
Main office
8820 Columbia 100 Parkway, Suite 230
Columbia MD 21045
Advisors at this office
3
Most active in
Florida · Maryland · New York · Texas · Virginia
Also doing business as
Glr Partners · Glr Partners, 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.
Quick links
Advisors at this firm
Jeremy R
CFP®, Series 63, Series 65
Columbia, MD
GLR Partners
Jeremy Reed is a CFP® professional with 15 years of industry experience, currently serving at GLR Partners in Columbia, MD. His background includes roles at UBS Financial Services, Morgan Stanley, and Black Ink Wealth Management. Outside of advisory work, he is an owner of a real estate business, PRRV Development LLC. GLR Partners provides personalized financial planning and investment advisory services to individuals and entities such as family offices and qualified retirement plans. The firm employs a client-specific investment process focused on fundamental research and offers both discretionary and non-discretionary portfolio management.
Wayne L
CFP®, ChFC®, Series 63, Series 65
Columbia, MD
GLR Partners
Wayne Lavallee is a CFP® and ChFC® with 29 years of industry experience. He is currently with GLR Partners in Columbia, MD, where he serves as Managing Partner and Director of tax estate planning and co-head of wealth management. Prior to joining GLR Partners, he worked at UBS Financial Services for 10 years. GLR Partners provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm’s investment approach is based on client-specific financial analysis and fundamental research, offering a broad range of investment instruments and detailed performance reporting.
Richard G
CFP®, Series 66
Columbia, MD
GLR Partners
Richard Gaige is a CFP® with 24 years of industry experience, currently serving as managing partner and Co-CEO at GLR Partners. His career includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, Legg Mason Wood Walker, and Merrill. GLR Partners provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as entities such as family offices and private foundations. The firm uses fundamental research to build long-term portfolios and may incorporate a range of investment instruments tailored to client goals and risk tolerance.
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