Proprietor Wealth Management provides investment management and financial planning services. They evaluate client goals, assess risk tolerance, and develop investment strategies. They build globally diversified portfolios tilted towards factors that produce higher expected returns, while minimizing expenses and taxes. They also offer financial planning services, including net worth review, goal setting, and retirement forecasting.
Fee Structure
Proprietor Wealth Management's fees are based on a percentage of the value of your investment accounts. The annual fee typically starts at 1.0% of the assets they manage and decreases as the amount of managed assets increases. The fee is calculated based on the value of your investment accounts on the last day of each quarter and is paid at the end of each quarter.