Proxy Freedom
Assets Under Management
$51.6M
Number of Clients
196
Number of Advisors
5
Average Client AUM
$263K
AUM per Advisor
$10.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Proxy Freedom LLC provides fee-based investment management and financial planning services, practicing custom portfolio management on a discretionary basis. They use a tactical allocation strategy aimed at reducing risk and increasing performance, utilizing various securities and ETFs. Financial planning services include portfolio customization, investment strategies, and non-investment advice.
Fee Structure
Proxy Freedom charges an annual management fee of 2.00%, payable quarterly, based on the value of portfolio assets. This fee may be negotiable. They also charge fixed fees for financial planning services, ranging up to $50,000, depending on the scope of services. Qualified retirement plan services are charged an annual advisory fee of 1.50% of assets in the plan, also negotiable. Clients will never pay more than 3.00% in total management fees.
Areas of Practice
Location
877 Ygnacio Valley Rd., Walnut Creek, CA, 94596