Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Peterson is the owner of PIS Representations LLC, an information technology consulting business, since 2018. This activity is not investment-related and takes minimal time.