ProActive Advisors provides financial planning and investment management services, acting in the client's best interest. They use a methodology called 360Portfolios for investment management, which involves planning, implementation, monitoring, and risk management. ProActive's portfolios may include various investment types, and the advisor makes decisions based on the client's investment profile. They also offer specialized financial planning and business consulting services.
Assets Under Management$57M
Clients68
Advisors2
Avg. per Client$840K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees may be negotiable. Fixed income only account management fees are generally 0.50% annually for the first $5.0 million and 0.35% for amounts over that.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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