Howard Trauger
Howard Trauger is a registered investment advisor at Philadelphia Partners Capital Management, LLC, based in Bala Cynwyd, PA, with 33 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 89 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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 for accounts over $15 million are negotiable. Fixed income only accounts have a separate schedule: 0.5% for the first $5 million and negotiable thereafter.
Fee Estimator
Location
2 Bala Plaza Suite 604, Bala Cynwyd, PA, 19004
Get directionsHistory
Regulatory History (1)
Regulatory
September 1997Employment History
Current Registrations
Philadelphia Partners Capital Management, LLC
Previous Registrations
Carnegie Investment Counsel
Schuylkill Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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