Philadelphia Investment Partners (PIP) provides investment advice to individuals, high net worth individuals, and institutional clients. PIP manages investment portfolios, offering advice on various securities and instruments. They also work with companies to select investment options for retirement plans. Clients can place restrictions on the types of investments made in their accounts. PIP sends clients periodic emails related to the economy, current events and other issues that relate to investments, investing and client welfare.
Fee Structure
Philadelphia Investment Partners charges a fee based on a percentage of the assets they manage. The specific rate depends on the size of your account.
Fee Schedule A (implemented after January 2025):
- First $250,000: 2.50%
- Next $249,000 - $749,999: 2.00%
- Next $750,000 - $1,999,999: 1.50%
- Above $2,000,000: 1.00%
Fee Schedule B (implemented after January 2025):
- 1% management fee and 20% of profit, or
- 1.25% management fee and 10% of profit
These fees are negotiable.