Stephen Wetzel
Stephen Wetzel is a CFP-designated registered investment advisor at Prometheus Capital Management CORP., based in Yardley, PA, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 221 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $200K | 1.25% |
| $200K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
30 South Main Street, Yardley, PA, 19067
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is a fixed insurance broker and sole proprietor, earning commissions since 1991, dedicating about 10-20% of his time. He also has extensive real estate holdings, teaches financial management at NYU, and is President of Prometheus Capital Management Corp, an RIA, spending about a quarter of his time on this.
Employment History
Current Registrations
Prometheus Capital Management CORP.
Previous Registrations
The Investment Center, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.