Drexel Morgan & Co. provides investment advice and portfolio management services to clients based on their individual needs and goals. Drexel Morgan's core investment strategy, The Legacy PortfolioTM, focuses on large-capitalization, dividend-paying stocks. Drexel Morgan works primarily with high net worth individuals.
Assets Under Management$470M
Clients12
Advisors2
Avg. per Client$39M
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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