Isabel Gleason
Isabel Gleason is a registered investment advisor at Stonebridge Financial Group, LLC, based in Lancaster, PA, with 2 years of industry experience. Isabel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,457 clients with $2.3B 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% |
Annual fees do not exceed 2.00%. Fees are negotiable in individual cases. Accounts with options trading authorized may incur an additional fee ranging from 0.25% to 0.5%.
Fee Estimator
Location
26A E Roseville Rd, Lancaster, PA, 17601
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 ActivitiesSells Insurance
Isabel works as an insurance agent. The filing does not specify the time commitment.
Employment History
Current Registrations
Stonebridge Financial Group, LLC
Previous Registrations
Assuredpartners Investment Advisors
State Registrations1 state
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
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