Assets Under Management
$61.3M
Number of Clients
68
Number of Advisors
2
Average Client AUM
$901K
AUM per Advisor
$30.6M
Compensation
Fee-Only (AUM)
Philadelphia Partners provides personalized investment advice managed on a discretionary basis. Client accounts are managed based on their financial situation, risk tolerance, and investment objectives. They monitor portfolios continuously and may select third-party managers. They advise high net worth individuals, institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, foundations and retirement plans.
| 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.
2 Bala Plaza Suite 604, Bala Cynwyd, PA, 19004