Jay Lipschutz is a registered investment advisor at Glen Eagle Advisors, LLC, based in Ft Washington, PA, with 18 years of industry experience. Jay 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
455 Pennsylvania Ave. Suite 2LF, Suite 2LF, Ft Washington, PA, 19034
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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.
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Jay is a partner in the accounting firm Cahan Somerman Spewak & Lipschutz, providing tax, accounting, and business services to clients. The majority of Jay's time is devoted to this accounting business.
Employment History
Current Registrations
Glen Eagle Advisors, LLC
Glen Eagle Wealth, LLC
Glen Eagle Wealth, LLCBroker
State Registrations4 states
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