Glen Eagle Advisors offers investment advice and manages portfolios for individuals, pension plans, trusts, estates, charities, corporations, and business entities. Glen Eagle's services include both discretionary and non-discretionary investment management. Glen Eagle also offers financial planning services at an hourly rate. Glen Eagle has a wrap fee program that is not offered to new clients.
Assets Under Management$880M
Clients3,251
Advisors12
Avg. per Client$270K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$15K
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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