Protectus Wealth, Ltd. is an adviser based in Bradley Stoke, Bristol. It manages $750 thousand of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2013.
Protectus Wealth provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Protectus Wealth, Ltd. is $750 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Protectus Wealth, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Protectus Wealth, Ltd. performs its advisory services is located at Ordman House, Bradley Stoke, Bristol, B532 8 Ax, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +(44) 2032 39 7968. The normal business hours are 8:30 am to 5pm (est) on Monday - Friday.