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Mark Maggioncalda
4 Years of Experience
Doylestown, PA
1 Disclosure
Mark Maggioncalda is a registered investment advisor at Girard Advisory Services, LLC, based in Doylestown, PA, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,362 clients with $2.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.7B
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1980 South Easton Road, Suite 110, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2002Settled
Employment History
Current Registrations
Girard Advisory Services, LLC
February 2026 - Present · 3 mos
Previous Registrations
Mbsc Securities Corporation
July 2007 - November 2009 · 2 yrs 4 mos
Mbsc, LLC
October 2005 - July 2007 · 1 yr 9 mos
Wachovia Securities, LLC
December 2004 - October 2005 · 10 mos
State Registrations1 state
PA
Advisor
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.
Exams
No exam information available for this advisor.