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)
Drexel Morgan & Co. offers investment supervisory services based on individual client needs. Their equity investing approach centers on fundamental analysis, aiming for above-average returns with the Legacy Portfolio™, consisting of large-capitalization, dividend-paying stocks. They consider client objectives, risk tolerance, and financial information when making investment decisions.
| 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 negotiable for amounts over $10 Million. Using the previous tier's fee percentage as the starting point for negotiation.
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087