Assets Under Management
$632.2M
Number of Clients
64
Number of Advisors
7
Average Client AUM
$9.9M
AUM per Advisor
$90.3M
Compensation
Fee-Only (AUM)
Girard Pension Services, LLC specializes in providing investment management, pension consulting, and pension administrative services to municipalities and their related pension plans. They offer services such as investment policy statement preparation, selection of investment vehicles, and portfolio management, primarily using ETFs and mutual funds. The firm manages accounts on a discretionary basis and monitors investment performance continuously.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.35% |
| $2.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees can be negotiated.
4600 Broadway, Allentown, PA, 18104