Philadelphia Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$140,813,547
Total clients
130
39% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
43
Average account size
$1,083,181
Client services
Fee options
$0 - $250,000: 2.50% $250,001 - $749,999: 2.00% $750,000 - $1,999,999: 1.50% $2,000,000+: 1.00%
Insurance commissions earned by licensed insurance agents affiliated with the firm
Performance fees of 20% or 10% of profits in addition to management fees under Fee Schedule B; subject to High Watermark Rule
Account minimum: $100,000 Fee-only: 1.00% or 1.25% management fee plus 20% or 10% of profit respectively (performance-based fees)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Philadelphia Investment Partners, LLC
Devonshire, 1233 Haddonfield Berlin Rd. Unit 7
Voorhees NJ 08043, United States
Number of offices
1
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