Proflex Finance offers ongoing portfolio management services tailored to individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Proflex Finance generally limits its investment advice to equities, ETFs, private equity funds, and commodities, primarily recommending equities and derivatives. They also manage pooled investment vehicles. Proflex Finance offers discretionary investment management services to individual and institutional clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Proflex Finance charges an annual fee based on the value of your portfolio.
- Diversified Portfolio: Up to 3.00% per year.
- Income+ Options Overlay Portfolio: Up to 5.00% per year.
- Private Funds: Up to 3.00% per year.
These fees are negotiable.
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