Kathy Lobue is a registered investment advisor at Glen Eagle Advisors, LLC, based in Freehold, NJ, with 20 years of industry experience. Kathy 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
Pinho Professional Center, 57 Schank Road, Suite c-4, Freehold, NJ, 07728
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 Activities
Kathy is the CEO of The LoBue Group, a company that allows her to conduct her business as an independent contractor. This business is co-located with her investment advisory practice and takes a few hours per week.
Employment History
Current Registrations
Glen Eagle Advisors, LLC
Previous Registrations
Glen Eagle Advisors, LLC
Dumont & Blake Investment Advisors LLC
State Registrations9 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.