| Assets Under Management | 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 on a client-by-client basis.
30 S. Main Street, Yardley, PA, 19067
Get directionsNo 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 →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.