David Geibel
David Geibel is a registered investment advisor at Girard Pension Services, LLC, based in King of Prussia, PA, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 62 clients with $730M 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
555 Croton Road, Suite 210, King of Prussia, PA, 19406
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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 Investment Services, LLCBroker
Girard Advisory Services, LLC
Previous Registrations
Univest Investments, INC.
Girard Capital, LLCBroker
Girard Partners LTD.Broker
Girard Partners LTD.
Provident Advisers, INC.Broker
Provident Distributors, INC.Broker
State Registrations2 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.
Exams
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