Assets Under Management
$247.6M
Number of Clients
221
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$123.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Prometheus Capital Management Corp. offers investment supervisory services (individual portfolio management) on a non-discretionary basis, pension consulting, and financial planning. Financial planning covers personal, tax, investment, insurance, retirement, death/disability, and estate matters. Consulting services are also available on specific topics.
| Assets Under Management | 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 on a client-by-client basis.
30 S. Main Street, Yardley, PA, 19067