Procyon offers investment advice to individuals, high net worth individuals, families, trusts, estates, businesses, institutional investors, retirement plans, and registered investment advisors. Procyon provides investment management, financial planning, and consulting services. Investment portfolios are constructed using mutual funds, exchange-traded funds, individual stocks, and fixed income securities. Financial planning includes investment planning, retirement planning, estate planning, personal savings, education savings, and insurance needs.
Assets Under Management$7.8B
Clients1,444
Advisors48
Avg. per Client$5.4M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $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+ | Included |
Fees may be negotiable for accounts over $100,000,000. Certain Clients who joined the Advisor through acquisitions may continue to be charged fees under their legacy fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
48 Advisors at this firm
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