Nicholas Wetzel
Nicholas Wetzel is a CFP-designated registered investment advisor at Prometheus Capital Management CORP., based in Yardley, PA, with 6 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 221 clients with $250M 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 $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.
Fee Estimator
Location
30 S. Main Street, Yardley, PA, 19067
Get directionsHistory
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 ActivitiesSells Insurance
Nicholas is an employee/associate at Prometheus Captial Mgt Corp RIA, dedicating the majority of his time to client service, onboarding, and soliciting new representatives. He is also an independent insurance agent, licensed in Pennsylvania (and eventually other states), selling life, accident, health, fixed annuity, property, and casualty insurance products, taking about 10-20% of his time. Nicholas is also a volunteer sub-group leader for SJREIA, spending about 10-20% of his time organizing real estate speaker panels and networking events.
Employment History
Current Registrations
Prometheus Capital Management CORP.
Previous Registrations
The Investment Center, INC.Broker
Goldman Sachs & CO. LLCBroker
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.