Glen Eagle Advisors, LLC
Assets Under Management
$880.5M
Number of Clients
3,251
Number of Advisors
11
Average Client AUM
$271K
AUM per Advisor
$80.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Glen Eagle Advisors, LLC offers discretionary and non-discretionary investment management services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. They offer wrap and non-wrap fee programs, with fees based on a percentage of assets under management. They also offer financial planning services for an hourly fee.
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
Location
4422C Route 27, Kingston, NJ, 08528-0399