Promus Advisors
Assets Under Management
$415.0M
Number of Clients
50
Number of Advisors
3
Average Client AUM
$8.3M
AUM per Advisor
$138.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Promus Advisors offers discretionary and non-discretionary investment advisory services, financial planning, and investment consulting. They monitor client accounts daily and may recommend alternative investments through their non-US affiliate, Bellwether Investment Management, Inc. The firm seeks lifetime clients and provides conflict-free advice with independence, objectivity, and integrity.
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
Location
8226 Douglas Avenue, Suite 650, Dallas, TX, 75225