David Poch is a registered investment advisor at Promethium, based in Bethesda, MD. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 90 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Promethium Advisors charges an annual management fee for investment management services, including financial planning, based on the total value of assets in your account. The annual fee can range up to 1% and is charged monthly in advance. Fees can be structured as a fixed percentage, a fixed dollar amount, or a tiered fee schedule. A minimum annual fee may apply.
Location
7272 Wisconsin Ave, 10-105, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Promethium
State Registrations1 state
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