Roberta Kessler
Roberta Kessler is a registered investment advisor at Girard Advisory Services, LLC, based in Souderton, PA, with 22 years of industry experience. Roberta 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
41 West Broad Street, Souderton, PA, 18964
Get directionsHistory
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
Previous Registrations
Univest Investments, INC.
Metlife Securities INC.Broker
Key Investment Services LLCBroker
Mcdonald Investments INC.Broker
State Registrations7 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.