JL
JL

John Linsenmeyer

22 Years of Experience
Lutherville Timonium, MD

John Linsenmeyer is a registered investment advisor at Girard Advisory Services, LLC, based in Lutherville Timonium, MD, with 22 years of industry experience. John 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 ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$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

10801 Tony Dr., Suite 100, Lutherville Timonium, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a partner in Meyer Mill LLC, a partnership holding rental properties, since 2018. He dedicates minimal time to this activity, with no current compensation as earnings are used for maintenance and mortgage payments.

Employment History
Current Registrations
Girard Advisory Services, LLC
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
PNC InvestmentsBroker
June 2021 - July 2023 · 2 yrs 1 mo
PNC Investments
June 2021 - July 2023 · 2 yrs 1 mo
Foreside Fund Services, LLCBroker
January 2020 - April 2021 · 1 yr 3 mos
Wellesley Asset Management, INC.
December 2019 - March 2021 · 1 yr 3 mos
PNC Capital Advisors LLC
August 2012 - November 2019 · 7 yrs 3 mos
PNC Funds Distributor, LLCBroker
January 2010 - December 2019 · 9 yrs 11 mos
PNC Capital Advisors, INC.
July 2008 - November 2009 · 1 yr 4 mos
PNC Fund Distributor, LLCBroker
March 2008 - December 2009 · 1 yr 9 mos
UBS Global Asset Management (US) INC.Broker
July 2004 - February 2008 · 3 yrs 7 mos
UBS Financial Services INC.Broker
February 2003 - July 2004 · 1 yr 5 mos
UBS Painewebber INC.Broker
March 2001 - June 2001 · 3 mos
State Registrations1 state
MD
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.