Prometheus Wealth Management (PWML) offers portfolio management tailored to individual client goals and risk tolerance. PWML creates investment policy statements for each client. PWML also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. PWML primarily recommends equities/ETFs.
Assets Under Management$9.1M
Clients14
Advisors1
Avg. per Client$650K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $250K | 0.80% |
| $250K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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