BF
CFP
BF
CFP

Bruce Kevin Freeston

11 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
64 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$632.2M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.35%
$2.0M - $5.0M0.30%
$5.0M - $10.0M0.25%
$10M+0.20%

Fees can be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

14 N Main Street, Souderton, PA, 18964

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History

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.

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Employment History
Current Registrations
Girard Pension Services, LLC
October 2023 - Present · 2 yrs 4 mos
Girard Advisory Services, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Vanguard Advisers INC
September 1997 - October 2002 · 5 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.