Proficient Wealth Counselors offers investment advice and financial planning to individuals, families, and retirement plans. Services include creating investment portfolios, retirement planning, estate planning, tax planning, and insurance analysis. The firm aims to understand client goals and educate them about the investment process.
Assets Under Management$130M
Clients181
Advisors1
Avg. per Client$720K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Household totals are taken into account when determining the client’s fee rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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