Carolyn Reynolds

Proxy Wealth Advisors LLC

18 Years of Experience

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Firm Information

Proxy Wealth Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

564 clients

Average Client Portfolio

$160K average

Assets Under Management

$90.0M

Fee Structure

Minimum Investment:None

Financial Plan Fee:Up to $50,000

Hourly Rate:Up to $250/hr

Proxy Wealth charges an annual management fee of up to 2%, calculated quarterly or monthly in arrears. The fee depends on the investment strategy's complexity and the account size. Financial planning is offered at an hourly rate of $250, or a fixed fee of up to $5,000 for individuals and up to $10,000 for businesses, depending on complexity. iFlip platform fee of 0.30% may be added. Fees are negotiable.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingTax PlanningEstate Planning

Advisor Information

Office location

Huntersville, NC

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Regulatory History (1)

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