Proxy Wealth Advisors LLC

Proxy Wealth Advisors LLC, established in Aventura, FL, offers fee-based investment advisory and financial planning services. The firm employs a tactical allocation strategy to manage portfolios, aiming to reduce risk and enhance performance. Investment options include various securities, mutual funds, and insurance products. Clients pay an annual management fee of up to 2%, calculated quarterly or monthly based on account value. New account fees are prorated, and management fees vary by strategy and account size. The firm operates under a "wrap fee" model, covering all transaction costs within the management fee. Proxy Wealth may recommend using the iFlip platform, adding a 0.30% annual fee. Financial planning services are also available, with fees based on hourly rates or fixed fees up to $5,000 for individuals. The firm's investment strategies involve fundamental, technical, and cyclical analysis, tailored to individual client needs. Proxy Wealth emphasizes client communication and compliance, with a focus on fiduciary duty and ethical conduct. Clients have discretion over their accounts and are encouraged to stay informed about market conditions and personal financial changes. The firm maintains a transparent fee structure and discloses potential conflicts of interest related to referral compensation and custodial relationships.