Sam John is a CFA-designated registered investment advisor at Phronimos Capital, LLC, based in Kennett Square, PA, with 10 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annualized fees for portfolio management services are 1.25 percent of the assets under management with a minimum account size of $250,000. In our sole discretion, we may lower this fee if you agree to sign our Agreement and fund your account within a certain time-frame. Performance-based fees will only be charged for certain qualified clients.
Fee Estimator
Location
Kennett Square, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Phronimos Capital, LLC
State Registrations1 state
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