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How does the advisor help clients – Key Takeaways:
PROMETHOS CAPITAL, LLC serves as a trusted financial expert to help clients reach their financial goals. Through their comprehensive financial services and experienced advisors, they provide clients with tailored solutions and expert guidance.
Facts and Insights:
PROMETHOS CAPITAL, LLC was founded in 2005 and currently has 50 advisors. They have a total of $2 billion in assets under management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | Since 2005 |
Financial Services Offered:
PROMETHOS CAPITAL, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include wealth management, retirement planning, investment management, estate planning, and tax planning.
Client Types:
PROMETHOS CAPITAL, LLC caters to a variety of clients, including high net worth individuals, corporations, and institutional investors. They also serve clients from various industries and backgrounds.
Fees & Compensation:
As a fee-only advisor, PROMETHOS CAPITAL, LLC is compensated solely by client fees. This ensures that their advice is unbiased and aligned with their clients’ best interests. Their fees are transparent and based on a percentage of assets under management.
Background:
PROMETHOS CAPITAL, LLC is a registered investment advisor headquartered in New York City. They have a team of experienced advisors with diverse backgrounds and expertise, providing clients with a well-rounded and personalized approach to financial planning.
Financial Advisor Disclosures to Know:
It is important for clients to know and understand the potential conflicts of interest a financial advisor may have. As a registered investment advisor, PROMETHOS CAPITAL, LLC is required to disclose any potential conflicts of interest and act in their clients’ best interests.