Prominence Capital offers investment management services tailored to each client's goals, risk tolerance, and time horizon. This includes creating an investment policy statement and selecting a suitable portfolio. Prominence Capital generally invests in mutual funds, equities, bonds, ETFs, hedge funds, and REITs. Financial planning services are also available, covering areas like retirement, college, and tax planning, but are not mandatory.
Assets Under Management$55M
Clients28
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$55M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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