Advisor at Glen Eagle Advisors, LLC
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Firm
Glen Eagle Advisors, LLC
Location
Kingston, NJ 08528-0399
Credentials
Series 63, Series 66
Industry experience
14 years
Robert Michel is a financial advisor at Glen Eagle Advisors, LLC in Philadelphia, PA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Glen Eagle Advisors and its affiliated entity Glen Eagle Wealth since 2016. Outside of advisory work, he serves as CIO and Principal of Glen Eagle Advisors and is a Principal and Shareowner of Glen Eagle Investments Inc., a holding company that also operates as a small specialty importer. Glen Eagle Advisors provides investment management and wealth-planning services to individual and institutional clients, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs standardized asset-allocation models supplemented by fundamental and technical analysis, using a buy-and-hold approach with rebalancing and stop-loss tools, and offers access to independent managers and alternative investments for qualified clients.
Based on Glen Eagle Advisors, LLC
$0 - $5,000,000: Not to Exceed 2.00% $5,000,000+: Not to Exceed 2.00%
Up to $250.00 per hour for financial planning and consulting services
Account minimum: $15,000
4422 C Route 27
Kingston, NJ 08528-0399
California · Florida · Maryland · Massachusetts · New Jersey · Pennsylvania
Glen Eagle Advisors, LLC
2016 - Present (10 years)
Glen Eagle Wealth, LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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