Proxy Wealth Advisors offers investment and financial planning services. They manage portfolios with a tactical allocation strategy, aiming to reduce risk and increase performance. They may use various investments like stocks, bonds, mutual funds, and options. They also offer financial planning services, including advice on investments, cash flow, tax planning, and wealth transfer. Proxy Wealth tailors its services to each client's needs and goals.
Fee Structure
Proxy Wealth Advisors charges an annual management fee of up to 2% of your portfolio. This fee is calculated either quarterly or monthly, based on the average daily balance or the quarter-end market value of the account. The exact fee is negotiated and depends on the investment strategy's complexity and the size of your account. If Proxy Wealth uses the iFlip platform, a 0.30% annual platform fee is added to the management fee.