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
455 Pennsylvania Ave. Suite 2LF, Suite 2LF, Ft Washington, PA, 19034
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
Jay is a partner in the accounting firm Cahan Somerman Spewak & Lipschutz, providing tax, accounting, and business services to clients. The majority of Jay's time is devoted to this accounting business.