Nicole Baptista is a CFP-designated registered investment advisor at Glen Eagle Advisors, LLC, based in Kingston, NJ. Nicole 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.
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Learn about disclosures →Employment History
Current Registrations
Glen Eagle Advisors, LLC
State Registrations1 state
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