Girard Pension Services (GPS) specializes in providing investment management, pension administration, and pension consulting services to municipalities and their related pension plans. GPS offers services such as preparing investment policy statements, selecting investment vehicles (typically exchange traded funds, mutual funds, and sub-accounts of a group annuity platform), portfolio management, and monitoring investment performance. Some clients may be charged an asset management fee that includes portfolio management, custodial services, and the execution of securities transactions.
Assets Under Management$630M
Clients64
Advisors7
Avg. per Client$9.9M
Avg. per Advisor$90M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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