Thomas Hellings
Thomas Hellings is a registered investment advisor at Girard Pension Services, LLC, based in Souderton, PA, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 64 clients with $630M 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 $2.0M | 0.35% |
| $2.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees are negotiable and may differ due to competitive bidding and other market factors.
Fee Estimator
Location
41 W Broad Street, Souderton, PA, 18964
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Regulatory History
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
Girard Pension Services, LLC
Girard Advisory Services, LLC
Girard Investment Services, LLCBroker
Previous Registrations
Univest Investments, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations3 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.