TC
TC

Timothy Scott Chubb

12 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
64 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$632.2M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M0.35%
$2.0M - $5.0M0.30%
$5.0M - $10.0M0.25%
$10M+0.20%

Fees can be negotiated.

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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Employment History
Current Registrations
Girard Pension Services, LLC
April 2021 - Present · 4 yrs 10 mos
Girard Advisory Services, LLC
May 2013 - Present · 12 yrs 9 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.