Philadelphia Partners Capital Management provides investment advice and manages portfolios for individuals, institutions, and retirement plans. They gather information about your financial situation and goals to develop a suitable investment strategy. Philadelphia Partners monitors portfolios and makes changes as needed. They may also select third-party managers to manage portions of your portfolio.
Assets Under Management$61M
Clients68
Advisors2
Avg. per Client$900K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees may be negotiable depending on the scope of services provided and the complexity of your financial situation and your objectives. For fixed income only accounts, the annual fee is 0.5% for the first $5 million, and negotiable over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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