Overview
- Headquarters
- Conshohocken, PA
- Total Firm Assets
- $5.9 billion
- Average High-Net-Worth Client Portfolio Size
- $17.5 million
- Stated Minimum Account Size
- $25,000,000
Fee Disclosure
Source: PITCAIRN - FORM ADV DISCLOSURE BROCHURE 2A (MARCH 2026) (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.10% |
Stated Minimum Annual Fee: $150,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | Below minimum client size | |
| $50 million | $550,000 | 1.10% |
| $100 million | $1,100,000 | 1.10% |
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
- 98.50%
- Number of High-Net-Worth Clients
- 330
- Total Client Accounts
- 2,133
- Discretionary Accounts
- 1,918
- Non-Discretionary Accounts
- 215
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 333260
- PITCAIRN - FORM ADV DISCLOSURE BROCHURE 2A (MARCH 2026) (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗