Clint Farabaugh
Clint Farabaugh is a CFP-designated registered investment advisor at Proactive Wealth Strategies, LLC, based in Marietta, GA, with 19 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 442 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Financial planning fees are included in the asset management fee.
Fee Estimator
Location
533 Johnson Ferry Rd, Bldg C-100, Marietta, GA, 30068
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2017Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Clint co-owns PWS Real Estate, LLC, a real estate rental business, since 2016. He also provides investment advisory services through Proactive Wealth Strategies, LLC, dedicating about half his time, and spends minimal time selling non-variable insurance. Finally, Clint volunteers as a soccer coach, spending about 10-20% of his time.
Employment History
Current Registrations
Proactive Wealth Strategies, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Vining Financial
Triad Advisors, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.