Todd Feder
Todd Feder is a CFA, CFP-designated registered investment advisor at Girard Advisory Services, LLC, based in Sellersville, PA, with 23 years of industry experience. Todd 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
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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees can be negotiated based on special circumstances.
Fee Estimator
Location
Sellersville, PA
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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 Advisory Services, LLC
Girard Investment Services, LLCBroker
Girard Investment Services, LLC
Previous Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Vanguard Marketing CorporationBroker
Vanguard Advisers INC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
1st Global Capital CORP.Broker
Primevest Financial Services, INC.Broker
Bisys Brokerage Services, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.