Michael Litz is a registered investment advisor at Girard Pension Services, LLC, based in King of Prussia, PA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 64 clients with $630M 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 | 0.35% |
| $2.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees are negotiable and may differ due to competitive bidding and other market factors.
Fee Estimator
Location
555 Croton Road, Suite 210, King of Prussia, PA, 19406
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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 →Other Business Activities
Michael owns rental property in Havertown, PA since 2020, and is a minority interest owner in GTV UNLTD, LLC since 2022. He also serves as treasurer for Haverford Youth Wrestling since 2023.
Employment History
Current Registrations
Girard Pension Services, LLC
Girard Advisory Services, LLC
Previous Registrations
Vanguard Marketing CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Lincoln Financial Distributors, INC.Broker
Sei Investments Distribution CO.Broker
State Registrations1 state
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