Assets Under Management
$2.7B
Number of Clients
2,362
Number of Advisors
49
Average Client AUM
$1.1M
AUM per Advisor
$54.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Girard Advisory Services is a fee-only RIA offering wealth management solutions including investment management, financial planning, and retirement planning. They utilize various investments including mutual funds, ETFs, stocks, and bonds. They emphasize asset allocation and may use independent advisors. Financial planning is offered on a separate fee basis.
| Assets Under Management | 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.
555 Croton Road, Suite 210, King of Prussia, PA, 19406