How does the advisor help clients – Key Takeaways:
PROMETHEUS WEALTH MANAGEMENT, LLC is a trusted financial management company that has been serving clients for over 15 years. The firm is committed to helping clients achieve their financial goals through personalized strategies and expert guidance. The team at PROMETHEUS WEALTH MANAGEMENT, LLC is well-equipped to provide clients with comprehensive financial solutions and advice.
Facts and Insights
Here are some key facts and insights about PROMETHEUS WEALTH MANAGEMENT, LLC:
- Founded in 2005
- Over $1 billion in assets under management
- Served over 1,000 clients
- Offers a wide range of financial services
- Experienced team of advisors with various specialties
Assets Under Management, Number of Advisors and Time in Business:
To get a better understanding of PROMETHEUS WEALTH MANAGEMENT, LLC’s scope and experience, take a look at the following table:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 20+ |
Financial Services Offered
PROMETHEUS WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
- Education planning
Client Types
PROMETHEUS WEALTH MANAGEMENT, LLC serves a diverse range of clients including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
- Trusts
Fees & Compensation
At PROMETHEUS WEALTH MANAGEMENT, LLC, clients’ needs and best interests are always a top priority. The firm operates on a fee-only structure, meaning that advisors are not paid commissions for recommending certain products. This ensures that the advice given is unbiased and in the best interest of the client. The fees are based on a percentage of assets under management and may vary depending on the complexity of the client’s financial situation.
Background
PROMETHEUS WEALTH MANAGEMENT, LLC was founded in 2005 by a group of financial experts who wanted to provide clients with personalized and customized financial solutions. The team at PROMETHEUS WEALTH MANAGEMENT, LLC has years of experience and expertise in various areas of finance, making them well-equipped to handle any financial situation and help clients achieve their goals.
Financial Advisor Disclosures to Know
Transparency is important to PROMETHEUS WEALTH MANAGEMENT, LLC, and the firm is committed to providing clients with all the necessary information. Here are some important disclosures to know:
- PROMETHEUS WEALTH MANAGEMENT, LLC operates as a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- All advisors at PROMETHEUS WEALTH MANAGEMENT, LLC are licensed and registered with the appropriate regulatory bodies.
- There are no disciplinary actions or complaints filed against PROMETHEUS WEALTH MANAGEMENT, LLC or its advisors.