Girard Capital Management (GCM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. GCM creates an Investment Policy Statement for each client. GCM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$1.2M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$610K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...