Glacier Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,775,665
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
114
10% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
114
Very HighAverage account size
$313,822
About
Glacier Investment Management serves individuals, families, trusts, estates, corporations, charitable organizations, and retirement plans, offering integrated wealth management, financial planning, tax planning, estate and succession planning, cash-flow analysis, and investment management. The firm also provides group retirement plan advisory to public and private organizations, including plan design, implementation, fiduciary support, investment selection, and participant education.
The firm’s investment approach emphasizes risk management, diversification, a long-term perspective, and low fees, using proprietary models alongside fundamental and technical analysis to construct portfolios that lean heavily on ETFs, mutual funds, separately managed accounts, and select alternatives. Portfolios are managed on both discretionary and non-discretionary bases, with account reviews at least quarterly and financial plans reviewed annually and adjusted as client circumstances change.
Distinctive elements in the brochure include serving pension and profit‑sharing plan clients and offering pension consulting and fiduciary support to plan sponsors—services that are less common among independent peers. Glacier reports managing roughly $45.7 million for about 114 clients, discloses an institutional custodial relationship that provides technology and other support (a disclosed potential conflict of interest), and charges upfront non‑refundable planning fees while generally requiring a $500,000 wealth‑management account minimum.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Social Security optimization
Charitable giving & philanthropy
Business sale tax planning
Occupation focus
Founder/Business Owner
Retired
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 $3,095 Fee-only: Financial planning fees charged upfront and annually, ranging with complexity; minimum $3,095 planning fee.
Main office location
Glacier Investment Management
509 1 St Ave W
Kalispell MT 59901, United States
Number of offices
1
Most active in
Glacier Investment Management has reported serving >5 clients in these states in the last 12 months.
Montana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
LinkedIn
Facebook
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Instagram
Website
406-890-7155
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