Assets Under Management
$1.6B
Number of Clients
124
Number of Advisors
8
Average Client AUM
$12.9M
AUM per Advisor
$199.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Promus Capital provides investment advisory services including portfolio management through custom asset allocations and model portfolio strategies. They also offer financial planning and family office services. Services are tailored to client needs and may include affiliated money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $30.0M | 0.60% |
| $30.0M - $40.0M | 0.55% |
| $40.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees are negotiable.
156 N. Jefferson St., Suite 300, Chicago, IL, 60661