Prometheus Wealth Management offers investment supervisory services primarily for individuals and companies. Services include discretionary portfolio management and investment advice tailored to each client's needs and investment objectives. Prometheus Wealth Management offers investment management and advisory services on various securities and transactions. The firm may offer clients certain broad guidance commonly considered as financial planning.
Fee Structure
Prometheus Wealth Management charges a percentage of the value of your portfolio each year, deducted quarterly from your account. The fee typically ranges from 0.75% to 1.25% per year, depending on the size of your portfolio. The firm may negotiate fees at its discretion. This fee does not include custodian fees, brokerage commissions, or other transaction costs.