Robert Michel is a registered investment advisor at Glen Eagle Advisors, LLC, based in Kingston, NJ, with 14 years of industry experience. Robert 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 Activities
Robert is the CIO and Principal of Glen Eagle Advisors LLC, a registered investment advisor, dedicating about half of his time to this role. He is also the CIO, Principal, and Shareowner of Glen Eagle Investments Inc., the holding company for the Glen Eagle family of businesses and a small specialty importer, spending minimal time on this activity.
Employment History
Current Registrations
Glen Eagle Advisors, LLC
Glen Eagle Wealth, LLCBroker
Glen Eagle Wealth, LLC
Previous Registrations
Morgan Stanley & CO. LLCBroker
Glen Eagle Advisors LLCBroker
State Registrations14 states
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