Glenn Gieson
Glenn Gieson is a CFP-designated registered investment advisor at Penn First Advisors, based in East Stroudsburg, PA, with 32 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 24 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K - $500K | 0.48% |
| $500K - $1.0M | 0.33% |
| $1M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
East Stroudsburg, PA
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Regulatory 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 ActivitiesSells Insurance
Glenn is the President of Penn First Indemnity Company, an insurance agency, and spends about half his time managing the agency and selling insurance products. He also works as a loan originator for Penn First Mortgage, dedicating a few hours per week to originating and processing mortgage loans.
Employment History
Current Registrations
Penn First Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.