CP
CP

Christopher Powers

16 Years of Experience
King of Prussia, PA

Christopher Powers is a registered investment advisor at Girard Advisory Services, LLC, based in King of Prussia, PA, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,466 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,466 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable based on special circumstances.

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

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

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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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Other Business Activities

Christopher owns and maintains a rental property. This activity does not interfere with his duties to the firm.

Employment History
Current Registrations
Girard Advisory Services, LLC
October 2020 - Present · 6 yrs
Previous Registrations
TD Ameritrade, INC.
June 2003 - July 2013 · 10 yrs 1 mo
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.
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