Glen Strong
Glen Strong is a registered investment advisor at Strong Investment Management, LLC, based in Canton, OH, with 28 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 384 clients with $96M 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 $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees listed are for equity portfolios. Non-equity portfolios have slightly lower fees: Up to $500,000: 0.90%, $500,001 - $1,000,000: 0.80%, $1,000,001 - $3,000,000: 0.65%, Above $3,000,000: 0.45%. The annual fee may be negotiable.
Fee Estimator
Location
100 30th Street Nw, Suite 100, Canton, OH, 44709
Get directionsHistory
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
Glen is an independent insurance agent selling fixed annuities, life, health, long-term care, and disability insurance, dedicating a few hours per week to this activity. Glen also owns Integrity Investments & Planning LLC, subletting office space and deriving income, spending minimal time on this.
Employment History
Current Registrations
Strong Investment Management, LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations3 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.