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
Pinho Professional Center, 57 Schank Road, Suite c-4, Freehold, NJ, 07728
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.
Learn about disclosures →Other Business Activities
Kathy is the CEO of The LoBue Group, a company that allows her to conduct her business as an independent contractor. This business is co-located with her investment advisory practice and takes a few hours per week.