Victor Onate is a registered investment advisor at Prometheus Wealth Management, LLC, based in Evans, GA, with 10 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 14 clients with $9.1M 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 $100K | 0.90% |
| $100K - $250K | 0.80% |
| $250K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
Evans, GA
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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 →Other Business Activities
Victor is a co-owner of Vic-To-Enterprises, a non-institutional lending business.
Employment History
Current Registrations
Prometheus Wealth Management, LLC
State Registrations1 state
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