Glen Eagle Advisors manages investment portfolios and provides wealth management services for individuals, families, retirement plans, trusts, and businesses. Glen Eagle Advisors offers both wrap fee programs, which bundle trading costs and performance reporting, and non-wrap fee programs. The firm creates personalized investment strategies based on each client's financial situation, risk tolerance, and goals, utilizing traditional stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. In addition to investment management, Glen Eagle Advisors offers financial planning and consulting services, charging hourly rates for specific advice. The firm works with various custodians including Pershing, Fidelity, and Charles Schwab, and maintains an affiliated broker-dealer, Glen Eagle Wealth.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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.