Promus Advisors offers investment management and financial planning services to individuals, businesses, trusts, estates, retirement plans, endowments, and foundations. Services include investment consulting, asset allocation, portfolio diversification, and financial planning. Promus Advisors aims to build long-term client relationships based on independence, objectivity, and integrity.
Assets Under Management$420M
Clients50
Advisors4
Avg. per Client$8.3M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable in certain unique instances depending on the facts and circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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