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
Proxy Freedom LLC provides fee-based investment management and financial planning services. They use a tactical allocation strategy to reduce risk and increase performance, utilizing various securities and ETFs. Financial planning services include portfolio customization, investment strategies, retirement planning, tax optimization, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Management fee may be negotiated by Proxy Freedom at its sole discretion. Clients will never pay more than 3.00% in total management fees.
877 Ygnacio Valley Rd., Walnut Creek, CA, 94596