AM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$271K average
Assets Under Management
$880.5M
Fee Structure
Minimum Investment:$15K
Hourly Rate:Up to $250/hr
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
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information
Office location
4422C Route 27, Kingston, NJ, 08528-0399
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Glen Eagle Advisors, LLC
May 2020 - Present · 5 yrs 8 mos
Glen Eagle Wealth, LLCBroker
April 2020 - Present · 5 yrs 9 mos
Previous Registrations
Redwood Wealth Management Group, LLC
August 2019 - April 2020 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - January 2019 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2012 - January 2019 · 6 yrs 5 mos
Philadelphia Investors, Ltd.Broker
June 1991 - December 1997 · 6 yrs 6 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.