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
38 years
Susan Michel is a financial advisor at Glen Eagle Advisors, LLC with 38 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Glen Eagle Advisors since 2003. In addition to her advisory role, she is the owner and president of Glen Eagle Investments, Inc., a cheese import business that she manages on a limited basis outside of securities trading hours. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm serves a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations, and offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting.
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
Alabama · California · Connecticut · Delaware · Florida · Maryland · Massachusetts · New Jersey · North Carolina · Pennsylvania
Glen Eagle Wealth, LLC
2015 - Present (11 years)
Glen Eagle Advisors, LLC
2003 - Present (23 years)
Glen Eagle Investments, Inc.
1988 - Present (38 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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Series 63, Series 65
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Series 65
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Series 63, Series 66
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Series 63, Series 65
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