Seraphim Capital Management (SCM) offers wealth management services, creating portfolios based on client risk tolerance and investment objectives. SCM also specializes in socially responsible investing, helping clients align their investments with their values. Additionally, SCM provides financial advisory services to 401(k) plans and implements event-driven strategies, focusing on corporate events and capital reformations to identify investment opportunities. SCM does not provide legal or tax advice.
Assets Under Management$63M
Clients180
Advisors1
Avg. per Client$350K
Avg. per Advisor$63M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, SCM may also charge a performance-based fee of 20% of net profits, billed quarterly. Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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