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
Proxy Wealth Advisors LLC provides fee-based investment advisory and financial planning services. They use a tactical allocation strategy to reduce risk and increase performance. They manage portfolios on a discretionary basis according to client objectives. They also offer non-discretionary pension consulting services to qualified plans.
19505 Biscayne Blvd., Suite 2350, Aventura, FL, 33180