Glenn Ward Leboeuf
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
The annual portfolio management fee is negotiable and payable monthly in arrears, based on the market value of the account on the last business day of the previous month. Fees are prorated for partial months. Financial planning/consulting fees are also negotiable, with hourly rates ranging from $100 to $300 per hour and flat fees ranging from $500 to $5,000 per agreement. GSS, an affiliate, receives a fee from clients' participation in the Insured Deposit Program at Axos, potentially reducing returns and creating a conflict of interest. Clients can choose alternate cash account options or custodians.
Areas of Practice
Advisor Information
Office location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsRegulatory History (6)
Customer Dispute
March 2002Customer Dispute
October 1989Regulatory
January 1989Customer Dispute
October 1987Customer Dispute
October 1987Customer Dispute
October 1987Other Business ActivitiesSells Insurance
Glenn is a statutory agent involved in the sale of insurance products, dedicating a few hours per week to this activity. He also owns History Worth Remembering, where he engages in public speaking on historical subjects, and BruceGuide.com, where he works as a tour guide and public speaker; he also works at Shop-Rite about full-time.