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 $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
Fee Estimator
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
Advisor Information
Office location
8226 Douglas Avenue, Suite 650, Dallas, TX, 75225
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 Activities
Janine works as a financial advisor for Bellwether Investment Management Inc. and is a finance committee member at large for the University Women's Club of Vancouver, dedicating minimal time to the latter.