Girard Advisory Services provides wealth management solutions such as investment management, financial planning, and retirement planning to individuals, trusts, estates, charitable organizations, pension and profit sharing plans and business entities. Girard emphasizes asset allocation and diversification when creating investment strategies. Clients may impose reasonable restrictions on the management of their account. Girard may allocate a portion of a client’s investment assets to unaffiliated independent investment advisors.
Assets Under Management$2.7B
Clients2,362
Advisors53
Avg. per Client$1.1M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
53 Advisors at this firm
Page 1 of 3