Dennis Tripp is a registered investment advisor at Prometheus Capital Management LLC, based in Orlando, FL, with 12 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3 clients with $3.1M 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 $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
200 E. Robinson St Suite 1120, Orlando, FL, 32801
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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 →Employment History
Current Registrations
Prometheus Capital Management LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Waddell & Reed, INC.Broker
State Registrations1 state
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.