Jerry Davidse is a CFP-designated registered investment advisor at Presilium Private Wealth, LLC, based in Radnor, PA, with 24 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 387 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Presilium Private Wealth offers comprehensive portfolio management services. The maximum annual fee charged for managing your investments is 1.50%. There is a minimum quarterly fee of $1,250, but this may be waived if the total family fee is $25,000 or greater, or at Presilium's discretion. Fees are calculated based on the value of your account and are deducted quarterly in advance. Adjustments are made for deposits and withdrawals greater than $50,000. The fee is negotiable depending on your circumstances and account type. Clients may also be charged fees by third-party managers.
Location
150 North Radnor Chester Road, Ste F110, Radnor, PA, 19087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jerry owns two rental properties, dedicating minimal time to collecting rent and paying bills. He also serves on the advisory board and as a committee member for KIPP Philadelphia, and on the advisory board for the Cambodia Rural Student Foundation, spending a few hours per week in total on these activities.
Employment History
Current Registrations
Presilium Private Wealth, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.