Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Glen Eagle Advisors charges a fee based on a percentage of assets under management. The brochure states that the annual client fee should not exceed 2.00% for all asset levels in both the Wrap Fee and Non-Wrap Fee programs. The firm requires a minimum account size of $15,000 for Wrap Fee Program clients. Financial planning services are available at an hourly rate of up to $250.00 per hour.
Areas of Practice
Advisor Information
Office location
4422C Route 27, Kingston, NJ, 08528-0399
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Susan is the owner and president of Glen Eagle Investments, Inc., a cheese import business, requiring minimal time. She is also the CEO of Glen Eagle Advisors, LLC, an SEC registered investment advisor, and her positions as CEO of both companies occupies nearly all of her time.