Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$350K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees can be negotiated based on special circumstances.

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 Advisory Services, LLC
September 2014 - Present · 11 yrs 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Cathy Lyn Rahab - Financial Advisor | TrueAdvisor