Susan Michel is a registered investment advisor at Glen Eagle Advisors, LLC, based in Kingston, NJ, with 38 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,251 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be adjusted if mutually agreed upon by the client and Glen Eagle Advisors.
Fee Estimator
Location
4422C Route 27, Kingston, NJ, 08528-0399
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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 Activities
Susan is the owner and president of Glen Eagle Investments, Inc., a cheese import business, requiring minimal time. She is also the CEO of Glen Eagle Advisors, LLC, an SEC registered investment advisor, and her positions as CEO of both companies occupies nearly all of her time.
Employment History
Current Registrations
Glen Eagle Advisors, LLC
Glen Eagle Wealth, LLCBroker
Previous Registrations
Glen Eagle Advisors, LLC
The Investment Center, INC.Broker
Anchor National Financial Services, INC.Broker
State Registrations26 states
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