ND

Nicholas Joseph Deery

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
50 clients
Average Client Portfolio
$8.3M average
Assets Under Management
$415.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.65%
$5.0M - $10.0M0.55%
$10M+0.45%

Minimum annual fee: $5,000

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningDivorce PlanningEducation PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

8226 Douglas Avenue, Suite 650, Dallas, TX, 75225

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Promus Advisors
July 2024 - Present · 1 yr 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Nicholas Joseph Deery - Financial Advisor | AdvisorDiscover