Proxy Wealth Advisors manages investment portfolios and provides financial planning services for individuals, businesses, and retirement plans. The firm uses a tactical allocation strategy designed to reduce risk and increase performance across various securities, including stocks, bonds, mutual funds, and options. Proxy Wealth Advisors also offers consulting services for qualified retirement plans and specialized financial planning for foreign individuals. The firm emphasizes custom portfolio management tailored to each client's specific goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are up to 2% and are negotiated at the firm's sole discretion based on account size, strategy, and complexity. An additional 0.30% platform fee may be added when using specific software.