Glenn Leboeuf
Glenn Leboeuf is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 44 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2002Customer Dispute
October 1989Regulatory
January 1989Customer Dispute
October 1987Customer Dispute
October 1987Customer Dispute
October 1987Other Business ActivitiesSells Insurance
Glenn is a statutory agent involved in the sale of insurance products, dedicating a few hours per week to this activity. He also owns History Worth Remembering, where he engages in public speaking on historical subjects, and BruceGuide.com, where he works as a tour guide and public speaker; he also works at Shop-Rite about full-time.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Lehman Brothers INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.