PHAROS Capital Management (PHARCAP) offers investment management services through its SYNTHESIS Investment Program, using stocks, bonds, exchange traded funds (ETFs), and mutual funds. PHARCAP also manages custom portfolios. They rely on third-party custodians for trade execution and other back-office tasks. PHARCAP may provide limited financial planning services on a case-by-case basis, potentially recommending insurance products. Investment management is offered on both a discretionary and non-discretionary basis.
Assets Under Management$3.2M
Clients19
Advisors1
Avg. per Client$170K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable up to 1.75% depending on the amount of assets and type of services desired.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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