Procyon offers comprehensive investment management, financial planning, and consulting services tailored to individuals, high-net-worth families, trusts, estates, and businesses. Procyon builds customized portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and fixed income securities, often bundled together with financial planning. Procyon acts as a legally required fiduciary, putting client interests first. In addition to personal wealth management, Procyon provides retirement plan consulting for employers, institutional consulting, and model portfolio services for other registered investment advisors. Procyon emphasizes a long-term investment approach and customizes asset allocation based on each client's specific goals, time horizon, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees are negotiable at the sole discretion of Procyon. Accounts from related clients are typically grouped together to achieve lower fee tiers. Trust fiduciary services add an additional 0.25% to the annual rate.