Malvern Capital Management Fees & Minimum

Overview

Headquarters: Malvern, PA
Total Firm Assets: $258 million
Average High-Net-Worth Client Portfolio Size: $3.1 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV2A&2B SEC (2026-02-19) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$2,000,000	0.85%
$2,000,001	$3,000,000	0.70%
$3,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.50%
$10,000,001	and above	0.25%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$38,750	0.78%
$10 million	$63,750	0.64%
$50 million	$163,750	0.33%
$100 million	$288,750	0.29%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 74.29%
Number of High-Net-Worth Clients: 62
Total Client Accounts: 356
Discretionary Accounts: 356

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 292396

ADV2A&2B SEC (2026-02-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Malvern Capital Management