Proactive Wealth Strategies, LLC (PWS) offers financial planning and investment management to help clients achieve their financial goals. PWS starts with understanding the client's needs and then creates a tailored plan. PWS manages investments on a discretionary basis, meaning they make changes to client accounts without prior approval, but in line with client objectives. PWS may also use third-party managers.
Assets Under Management$320M
Clients442
Advisors5
Avg. per Client$710K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Financial planning fees are included in the asset management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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