Promethium

Fee-Only (% of Portfolio)

Promethium Advisors offers investment management, financial planning, and consulting services to individuals, families, and institutions. Promethium manages investments on a discretionary or non-discretionary basis, using various investment types including equities, fixed income, mutual funds, and independent managers. Financial planning services cover areas like retirement, education, and business planning. For institutions, Promethium provides customized investment advisory services.

Assets Under Management$210M
Clients90
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$53M

Fee Structure

Planning is included in investment management

Promethium Advisors charges an annual management fee for investment management services, including financial planning, based on the total value of assets in your account. The annual fee can range up to 1% and is charged monthly in advance. Fees can be structured as a fixed percentage, a fixed dollar amount, or a tiered fee schedule. A minimum annual fee may apply.

Loading...
Location

4 Advisors at this firm

Promethium | TrueAdvisor