ProManage offers investment advisory services to defined contribution plans and their sponsors. They provide an investment strategy based on each participant’s circumstances and the investments offered by the plan. ProManage develops and manages a portfolio based on factors like age, account balance, time horizon, salary, and projected Social Security benefits. They also offer online guidance tools and reporting to help plan sponsors and participants understand their programs and progress toward retirement.
Assets Under Management$6.1B
Clients6
Advisors5
Avg. per Client$1B
Avg. per Advisor$1.2B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.35% |
| $100M+ | 0.10% |
Additional tiers or a flat percentage rate can also be used. The exact fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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