Marc Decuffa is a registered investment advisor at Proxy Wealth Advisors LLC, based in Chappaqua, NY, with 14 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 564 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Proxy Wealth Advisors charges an annual management fee of up to 2% of your portfolio. This fee is calculated either quarterly or monthly, based on the average daily balance or the quarter-end market value of the account. The exact fee is negotiated and depends on the investment strategy's complexity and the size of your account. If Proxy Wealth uses the iFlip platform, a 0.30% annual platform fee is added to the management fee.
Location
Chappaqua, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Proxy Wealth Advisors LLC
Previous Registrations
Proxy Freedom
Long Island Financial Group, INC.Broker
Proxy Wealth Advisors LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Schroder Fund Advisors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
State Registrations1 state
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