| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for amounts over $15 Million.
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Learn about disclosures →Carol is a Senior Vice President and CCO at Philadelphia Partners Capital Management, LLC, a registered investment advisor, since 2018. She dedicates about a quarter of her time to providing investment advice, account monitoring, and compliance oversight.