Prometheus Capital Management (PCM) provides portfolio management services tailored to individual client goals, risk tolerance, and time horizon. PCM creates investment plans and manages client portfolios with discretionary authority. PCM also offers financial planning services covering areas like retirement, college, and tax planning. PCM primarily recommends large cap dividend driven equities, but may use other securities to diversify portfolios.
Assets Under Management$3.1M
Clients3
Advisors1
Avg. per Client$1M
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.70% |
| $15M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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