Girard Pension Services, LLC
Assets Under Management
$632.2M
Number of Clients
64
Number of Advisors
7
Average Client AUM
$9.9M
AUM per Advisor
$90.3M
Compensation
Fee-Only (AUM)
About This Firm
Girard Pension Services, LLC specializes in providing investment management, pension consulting, and pension administrative services to municipalities and their related pension plans. They offer services such as investment policy statement preparation, selection of investment vehicles (typically ETFs and mutual funds), and portfolio management on a discretionary or non-discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.35% |
| $2.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees can be negotiated.
Fee Estimator
Fees for investment management and pension administration services are based on a percentage of assets under management. The first $2 million is charged at 0.35%, the next $3 million at 0.30%, the next $5 million at 0.25%, and anything over $10 million at 0.20%. Fees can be negotiated based on factors such as account size and services provided. There is a minimum account size of $1,000,000 to participate in the wrap fee program.
Areas of Practice
Location
4600 Broadway, Allentown, PA, 18104