Assets Under Management
$415.0M
Number of Clients
50
Number of Advisors
3
Average Client AUM
$8.3M
AUM per Advisor
$138.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Promus Advisors offers discretionary and non-discretionary investment advisory services, financial planning, and investment consulting. They monitor client accounts daily and may recommend alternative investments through their non-US affiliate, Bellwether Investment Management, Inc. The firm seeks lifetime clients and provides conflict-free advice.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
8226 Douglas Avenue, Suite 650, Dallas, TX, 75225