ProxyVote Plus offers proxy voting services, primarily to pension, health, and other similar plans. They coordinate with custodial banks to receive proxies, analyze ballot issues, and determine votes based on guidelines designed to protect plan participants. Clients receive annual reports detailing votes cast and the rationale behind them. ProxyVote Plus also offers non-discretionary vote recommendation services on a limited basis, providing analysis based on the client's own proxy voting policies.
Assets Under ManagementN/A
Clients117
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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