Setarcos Wealth Advisors is a registered investment advisor founded in May 2011, located in Philadelphia, Pennsylvania. Setarcos Wealth Advisors offers customized investment management and financial planning services primarily to individuals and high net worth individuals. When building portfolios, Setarcos Wealth Advisors primarily uses diversified mutual funds and exchange-traded funds, alongside individual stocks, bonds, alternative investments, options contracts, or independent managers when appropriate. The firm follows a long-term investment strategy tailored to each client's specific goals, risk tolerance, and financial situation. Setarcos Wealth Advisors acts legally required to act in your best interest and works closely with clients through regular meetings to review personal circumstances and portfolio progress. Clients have the opportunity to place reasonable restrictions on the types of investments held in their portfolios. In addition to investment management, Setarcos Wealth Advisors offers financial planning covering retirement, personal savings, education, and estate planning referrals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable at the sole discretion of the firm. Fees take into consideration aggregate assets under management.
