Drexel Morgan & CO.
Assets Under Management
$469.0M
Number of Clients
12
Number of Advisors
2
Average Client AUM
$39.1M
AUM per Advisor
$234.5M
Compensation
Fee-Only (AUM)
About This Firm
Drexel Morgan & Co. offers investment supervisory services based on individual client needs. Their approach centers on fundamental analysis, aiming for above-average returns with a core investment strategy called The Legacy PortfolioTM, consisting of large-capitalization, dividend-paying stocks. As of December 31, 2024, they managed approximately $469 million in discretionary assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10 Million.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). Fees are typically billed quarterly in advance. Fees are negotiable based on factors such as client type, asset class, pre-existing relationship, portfolio complexity and account size or other special circumstances or requirements.
Areas of Practice
Location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087