Margaret Gore is a registered investment advisor at Glen Eagle Advisors, LLC, based in Kingston, NJ, with 14 years of industry experience. Margaret 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 ActivitiesSells Insurance
Margaret is an insurance agent selling insurance through Glen Eagle Wealth, LLC. She is also an Investment Advisor Representative with Glen Eagle Advisors, LLC.
Employment History
Current Registrations
Glen Eagle Wealth, LLCBroker
Glen Eagle Advisors, LLC
Previous Registrations
Summit Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
Insight Private Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.