Petrarch LLC provides both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. Petrarch also offers ERISA plan services as a 3(21) or 3(38) advisor. Additionally, Petrarch provides project-based and comprehensive financial planning services, including cash flow, debt, education, retirement, and tax planning. Petrarch may recommend Third Party Managers and receives referral fees from them.
Assets Under Management$8.5M
Clients29
Advisors1
Avg. per Client$290K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...