Seraphim Capital Management manages investment portfolios and provides personalized advisory services. The firm's core offerings include wealth management, socially responsible investing, retirement plan consulting for employers, and event-driven strategies focused on corporate events like secondary public offerings. Portfolios are customized to fit each client's risk tolerance and investment objectives, often featuring a mix of stocks, bonds, and alternative strategies. Seraphim Capital Management also incorporates asset protection strategies by coordinating with legal experts to safeguard client wealth against potential legal threats. For qualified clients, the firm offers performance-based fee structures alongside traditional portfolio management. Accounts are managed on a discretionary basis, allowing the firm to execute trades directly on behalf of clients.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard non-qualified clients pay a 2.00% annual fee billed monthly. Qualified clients pay a 2.00% annual fee plus a 20% performance fee billed quarterly. Fees are negotiable.