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How Does the Advisor Help Clients – Key Takeaways:
PROMETHEUS CAPITAL MANAGEMENT CORP. is a financial management company that is dedicated to helping clients achieve their financial goals through expert advice and strategic planning. With years of experience in the financial industry, their team of professionals is equipped with the knowledge and skills to guide clients towards financial stability and success.
Facts and Insights:
Founded in 2005, PROMETHEUS CAPITAL MANAGEMENT CORP. has been in business for over 15 years, providing quality financial services to their clients. Currently, their assets under management total to $500 million, with a team of 15 dedicated and experienced advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 15 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation
- Insurance Services
Client Types:
PROMETHEUS CAPITAL MANAGEMENT CORP. works with a diverse range of clients, including:
- Individuals
- Business Owners
- Families
- Non-Profit Organizations
No matter the client type, their team is dedicated to providing personalized and comprehensive financial solutions.
Fees & Compensation:
PROMETHEUS CAPITAL MANAGEMENT CORP. operates on a fee-based compensation structure, with fees determined as a percentage of assets under management. This ensures that their financial advisors are aligned with their clients’ best interests and work towards maximizing their investments.
Background:
The founder of PROMETHEUS CAPITAL MANAGEMENT CORP. has over 25 years of experience in the financial industry and is a Certified Financial Planner™. The team at PROMETHEUS CAPITAL MANAGEMENT CORP is made up of experienced and knowledgeable financial advisors who are committed to providing top-notch services to their clients.
Financial Advisor Disclosures to Know:
PROMETHEUS CAPITAL MANAGEMENT CORP. is a Registered Investment Advisor with the Securities and Exchange Commission and is held to high fiduciary standards. They are legally required to act in the best interests of their clients and disclose any conflicts of interest. Clients can trust that their advisors are transparent and dedicated to their financial success.