Tulio Barbosa Ribeiro

Proxy Wealth Advisors LLC

9 Years of Experience

View SEC Summary

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementFinancial Planning & CoachingTax PlanningEstate Planning

Advisor Information

Office location

19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

May 2019

View Full SEC Report How to Read Disclosures

Other Business Activities

Tulio is involved in several businesses including DSJ Capital LLC (financial education), Miami Spa LLC (weight loss and aesthetics), Annapolis Contractors Inc (business management consulting), and US Infinito LLC (ATM machine servicing). These activities are not investment-related.