Girard Advisory Services, LLC is a fee-only registered investment advisor that provides wealth management solutions, including investment management, financial planning, retirement planning, and consulting services for individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and custom portfolio construction utilizing equities, fixed income, mutual funds, exchange-traded funds, and independent specialist managers for tax-managed long/short and options overlay strategies. Girard Advisory Services operates as a subsidiary of Univest Financial Corporation and manages portfolios on a discretionary or non-discretionary basis.
Assets Under Management$3.2B
Clients2,466
Advisors50
Avg. per Client$1.3M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
50 Advisors at this firm
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