| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Minimum annual fee: $5,000
Promus Advisors charges an annual asset-based fee on the total market value of assets under management, with a minimum annual investment management fee of $5,000. The fee is calculated using a multi-tiered fee schedule with breakpoints applied on a blended basis. Clients may be responsible for additional expenses, such as brokerage fees and custody fees. Fees are assessed and invoiced quarterly in advance.
8226 Douglas Avenue, Suite 650, Dallas, TX, 75225
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