Girard Advisory Services, LLC

CRD#39163
Investment Advisor Firm

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Learn more about Girard Advisory Services, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Girard Advisory Services, LLC is located at 555 Croton Road, King Of Prussia, PA. The firm employs 42 financial advisors to manage client portfolios and provide financial guidance. Girard Advisory Services, LLC is not a registered broker-dealer.

    Girard Advisory Services, LLC oversees $2.3 billion in assets under management across 4,622 accounts, of which 4,315 are discretionary and 307 are non-discretionary. Over the past year, the firm has provided financial planning services to between 51 and 100 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Girard Advisory Services, LLC includes asset-based and fixed fees. The firm has 606 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, and pension consultant.

    Girard Advisory Services, LLC is registered in the states of Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Illinois, Indiana, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, and Wisconsin.

    Assets Under Management

    $2.3 billion

    Number of Advisors

    42

    Disclosures

    No

    Office Location

    555 Croton Road
    King Of Prussia, PA 19406

    Girard Advisory Services, LLC by the Numbers

    Total Assets Under Management

    $2.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    57

    National Average: 64
    Total Number of Accounts

    4,622

    National Average: 375,227
    Average Account Size

    $504.9 thousand

    National Average: $23.0 thousand
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    Products and Services

    Girard Advisory Services, LLC provides a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. In the prior financial year, Girard Advisory Services, LLC provided financial planning services to 51-100 of its customers. It is not engaged in selling products or offering services aside from investment advisory services to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees typically depend on the type of services provided. Fees charged by Girard Advisory Services, LLC most likely consist of any blend of the following fee types: asset-based or fixed.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm manages money for a number of different investors. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Girard Advisory Services, LLC's biggest client group by number of accounts is high net worth investors, though it also serves 606 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 25.15%
    • Other Individuals - 70.87%
    • Corporations - 3.15%
    • Charitable Organizations - 0.83%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Girard Advisory Services, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Girard Advisory Services, LLC

    Cathy Rahab
    King Of Prussia, PA
    Angela Yang
    King Of Prussia, PA
    Pawel Durka
    King Of Prussia, PA
    Emily Safford
    King Of Prussia, PA
    David Devita
    Doylestown, PA
    Matthew Brady
    Souderton, PA
    Christopher Powers
    King Of Prussia, PA
    Jordan Sowhangar
    Souderton, PA
    Kelly Regan
    King Of Prussia, PA

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