Proactive Capital Management provides personalized investment management and financial planning services for individuals, high net worth individuals, trusts, estates, and businesses. The firm builds tailored portfolios based on each client's individual goals, time horizon, and risk tolerance, using discretionary authority to handle day-to-day trading without needing prior approval for every move. In addition to personal wealth management, Proactive Capital Management offers retirement plan consulting services for employers, acting as either a 3(21) co-fiduciary or a 3(38) investment manager for qualified plans such as 401(k)s and pensions. The firm uses fundamental, technical, cyclical, and charting analysis when evaluating securities and developing strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are non-retroactively applied across breakpoints and may be negotiable based on relationship history, asset type, and account size.