Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $200K | 1.25% |
| $200K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Investment supervisory fees are based on a percentage of assets managed. Financial planning fees are either hourly ($350/hour) or fixed (typically $500 to $10,000), depending on the complexity and arrangement with the client. Consulting services also have hourly and fixed fee options. Discounts may be offered to family and friends of associated persons.
Areas of Practice
Advisor Information
Office location
30 S. Main Street, Yardley, PA, 19067
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is an employee/associate at Prometheus Captial Mgt Corp RIA, dedicating the majority of his time to client service, onboarding, and soliciting new representatives. He is also an independent insurance agent, licensed in Pennsylvania (and eventually other states), selling life, accident, health, fixed annuity, property, and casualty insurance products, taking about 10-20% of his time. Nicholas is also a volunteer sub-group leader for SJREIA, spending about 10-20% of his time organizing real estate speaker panels and networking events.