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Robert Michel

Glen Eagle Advisors, LLC
14 Years of Experience
Philadelphia, PA
Broker
View SEC Summary
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Robert Michel is a registered investment advisor at Glen Eagle Advisors, LLC, based in Philadelphia, PA, with 14 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 3,401 clients with $1B in assets under management.

Glen Eagle Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
3,401 clients
Average Client Portfolio
$302K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum fee is up to 2.00% annually for both wrap and non-wrap programs. Fees are negotiable based on anticipated future earnings, asset size, and other criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Philadelphia, PA

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History

Regulatory History
Clean regulatory record

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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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
September 2019 - Present · 7 yrs 1 mo
Glen Eagle Wealth, LLCBroker
March 2016 - Present · 10 yrs 7 mos
Glen Eagle Wealth, LLC
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
August 2014 - March 2016 · 1 yr 7 mos
Glen Eagle Advisors LLCBroker
August 2011 - July 2014 · 2 yrs 11 mos
State Registrations14 states
ARCAFLKYMAMDMNMSNENJPASDUTWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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