Prometheus Investment Advisors provides portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement and construct a portfolio to match each client's specific situation. Prometheus also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Prometheus may direct clients to third-party investment advisors to manage assets.
Assets Under Management$22M
Clients40
Advisors1
Avg. per Client$540K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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