Philadelphia Partners Capital Management, LLC
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)
About This Firm
Philadelphia Partners Capital Management, LLC provides fee-only, personalized investment advice managed on a discretionary basis. They work with high net worth individuals, institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, foundations and retirement plans. Investment strategies are tailored to each client's financial situation, risk tolerance, and investment objectives.
Fee Structure
AUM-Based Fees (Tiered)
| 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 negotiable for amounts over $15 million.
Fee Estimator
The annual investment management fee is based on a percentage of assets managed, billed quarterly in advance. For equities/fixed income accounts, the fee is 1.5% on the first $2 million, 1.25% on the next $3 million, and 0.75% on the next $10 million. Fees are negotiable for amounts over $15 million. For fixed income only accounts, the fee is 0.5% on the first $5 million, and negotiable for amounts over $5 million. The firm requires a minimum account size of $1,000,000, which may be waived under certain circumstances.
Areas of Practice
Location
2 Bala Plaza Suite 604, Bala Cynwyd, PA, 19004