Proactive Wealth Management provides financial planning and investment management services. Financial planning can be a one-time project or ongoing. Investment management is customized and can be implemented internally using mutual funds and ETFs or through unaffiliated investment managers. Proactive Wealth Management acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$8.9M
Clients47
Advisors1
Avg. per Client$190K
Avg. per Advisor$8.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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