Proper Financial provides wealth management and financial planning services to individuals and high net worth individuals. Wealth management includes investment management and financial planning. Financial planning can be offered as a standalone service or as part of wealth management. Proper Financial may refer clients to an outsourced estate planning service and outside accountant for tax services.
Assets Under Management$65M
Clients122
Advisors3
Avg. per Client$530K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.35% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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