Philadelphus Capital, operating as a fee-only registered investment advisor, manages client investments and portfolios on an ongoing basis. The firm tailors its advice to each client's individual goals, objectives, time horizon, and risk tolerance. Philadelphus Capital advises clients on a broad range of investment securities, including stocks, bonds, mutual funds, and exchange-traded funds. The firm seeks to incorporate client views and risk tolerance into their portfolio by utilizing a core portfolio combined with a satellite portion of their portfolio with securities that meet their specific goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable depending on the complexity of the client’s circumstances, the total value of assets to be managed, the types of investments used, and the anticipated services required.