Susan Michel is a registered investment advisor at Glen Eagle Advisors, LLC, based in Kingston, NJ, with 38 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 3,401 clients with $1B 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% |
Maximum fee is up to 2.00% annually for both wrap and non-wrap programs. Fees are negotiable based on anticipated future earnings, asset size, and other criteria.
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
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.
Exams
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