Proper Wealth offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. They create customized investment strategies based on your goals, risk tolerance, and financial situation, primarily using exchange-traded funds and mutual funds. Proper Wealth also provides financial planning services, including retirement planning, education savings, and insurance needs. They may refer clients to affiliated insurance and accounting firms.
Fee Structure
Proper Wealth charges a percentage of your portfolio's value each year for investment management. The annual rate ranges from 0.50% to 1.60%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Proper Wealth. Fees are negotiable. Proper Wealth may use independent managers, but the total fee will not exceed 2.00% annually.