Proactive Planning Wealth Advisory provides investment advice tailored to clients’ needs and investment objectives. They review client investment goals, recommend asset allocation strategies, and prepare written investment strategies. They offer discretionary investment advisory services through managed account programs to individuals and high net worth individuals.
Assets Under Management$36M
Clients115
Advisors1
Avg. per Client$310K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 1.25% |
Fees are charged monthly in arrears and are based primarily on account size of each individual account, and not aggregated to total asset value. In individual cases, PPWA has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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