CFA · CFP
CFA · CFP
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
738 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$2.4B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Blended fees are calculated by assessing percentage rates to the market value of the account using predefined asset levels. Minimum quarterly fee of $1,250.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$5,000
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Contact
Irene Susan Giman
Location
30 S. 17th Street, Ste 1620, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rtd Financial Advisors INC
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Pinnacle Financial Advisors, LLC
April 2012 - March 2016 · 3 yrs 11 mos
State Registrations2 states
NJPA
Advisor
Exams
No exam information available for this advisor.
Additional Information
Irene is an active member of her community. She has served on several local Boards as well as serving as Treasurer of her Mount Holyoke College Class for over 20 years. In her free time, Irene is an avid cyclist and enjoys teaching spinning classes at her gym.
Contact
Irene Susan Giman