Girard Advisory Services, LLC
Assets Under Management
$2.7B
Number of Clients
2,362
Number of Advisors
49
Average Client AUM
$1.1M
AUM per Advisor
$54.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Girard Advisory Services, LLC is a fee-only registered investment advisor specializing in wealth management solutions such as investment management, financial planning, and retirement planning. They serve individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. They emphasize asset allocation and diversification.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees can be negotiated based on special circumstances.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management. The firm charges 1.00% on the first $2,000,000, 0.75% on the next $3,000,000, and 0.50% on assets exceeding $5,000,000. Fees can be negotiated based on special circumstances. Financial planning fees start at $5,000.00 and depend on the scope and complexity of services. Retirement plan investment advice has a minimum annual fee of $2,500.00.
Areas of Practice
Location
555 Croton Road, Suite 210, King of Prussia, PA, 19406