Seraphim Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$63M
Clients180
Advisors1
Avg. per Client$350K
Avg. per Advisor$63M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Seraphim Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor