DG
DG

David Warren Geibel

23 Years of Experience
Broker
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
Loading...

Location

555 Croton Road, Suite 210, King of Prussia, PA, 19406

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Girard Pension Services, LLC
April 2021 - Present · 4 yrs 10 mos
Girard Investment Services, LLCBroker
July 2014 - Present · 11 yrs 7 mos
Girard Advisory Services, LLC
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Univest Investments, INC.
July 2014 - March 2015 · 8 mos
Girard Capital, LLCBroker
June 2011 - August 2014 · 3 yrs 2 mos
Girard Partners LTD.Broker
August 2005 - February 2011 · 5 yrs 6 mos
Girard Partners LTD.
August 2005 - December 2010 · 5 yrs 4 mos
Provident Advisers, INC.Broker
January 1997 - December 1998 · 1 yr 11 mos
Provident Distributors, INC.Broker
August 1995 - January 1997 · 1 yr 5 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.