FM
Firm Information
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.
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
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Advisor Information
Office location
19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180
Get directionsRegulatory History (1)
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Criminal
July 2006Final Disposition
Other Business Activities
Felipe is the CEO and founder of Mestral Advisors, a business and management consulting firm, and a real estate agent at Okkla Realty. He spends about half his time on consulting and a few hours per week as a real estate agent.
Employment History
Current Registrations
Proxy Wealth Advisors LLC
October 2024 - Present · 1 yr 3 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.