Prometheus Capital Management CORP.
Assets Under Management
$247.6M
Number of Clients
221
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$123.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Prometheus Capital Management Corp. offers investment supervisory services through individual portfolio management, pension consulting services, and financial planning. They develop personalized investment strategies based on client goals, risk tolerance, and time horizon. They manage accounts on a non-discretionary basis.
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 Services and Pension Consulting fees are based on a percentage of assets under management, as detailed in the table. Financial Planning and Consulting Services fees are either hourly ($350/hour) or fixed (ranging from $500 to $10,000), depending on the service and complexity. Fees are invoiced in arrears at the end of each calendar quarter. Discounts may be offered to family and friends of associated persons.
Areas of Practice
Location
30 S. Main Street, Yardley, PA, 19067