Rafael Nani is a registered investment advisor at Proxy Wealth Advisors LLC, based in Windermere, FL, with 3 years of industry experience. Rafael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 614 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are up to 2% and are negotiated at the firm's sole discretion based on account size, strategy, and complexity. An additional 0.30% platform fee may be added when using specific software.
Fee Estimator
Location
9100 Conroy Windermere Rd., Suite 217, Windermere, FL, 34786
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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 →Other Business Activities
Rafael owns The UPS Store franchise and is a consultant for Larson Accounting Group. Owning the UPS store takes a few hours per week, while consulting takes about half of Rafael's time.
Employment History
Current Registrations
Proxy Wealth Advisors LLC
Previous Registrations
Xp Investments US, LLCBroker
State Registrations1 state
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.
Exams
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