Proxy Wealth Advisors LLC
Assets Under Management
$90.0M
Number of Clients
564
Number of Advisors
12
Average Client AUM
$160K
AUM per Advisor
$7.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services, customizing portfolios on a discretionary basis. They employ a tactical allocation strategy to reduce risk and increase performance, utilizing various securities and instruments. Financial planning services include asset allocation, tax planning, and wealth transfer strategies.
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
Location
19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180