Papamarkou Wellner Perkin Advisors's Form ADV discloses 0.75% on the first $5 million, 0.50% on the next $5 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #131796), Papamarkou Wellner Perkin Advisors is subject to fiduciary duty under federal law.
Papamarkou Wellner Perkin Advisors is headquartered in NEW YORK, NY.
Papamarkou Wellner Perkin Advisors serves 96 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, Papamarkou Wellner Perkin Advisors offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
Papamarkou Wellner Perkin Advisors manages $358 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, Papamarkou Wellner Perkin Advisors serves high-net-worth individuals and pooled investment vehicles. View client details ↓