Proctor Advisory Wealth manages investment portfolios and provides financial planning for individuals and high-net-worth clients. Proctor Advisory Wealth creates personalized investment strategies based on each client's goals, time horizon, and risk tolerance, focusing on long-term investing using modern portfolio theory. Services include asset allocation, mutual funds, exchange-traded funds, fixed income securities, real estate funds, and commodities. In addition to investment management, Proctor Advisory Wealth offers financial planning covering retirement, taxes, insurance, and college planning. The firm operates as a fiduciary when providing advice on retirement accounts. Thomas Proctor also acts as a licensed insurance agent, which creates a conflict of interest when recommending insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.