Proxy Wealth Advisors Llc
9100 CONROY WINDERMERE RD., Windermere, Florida 34786
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
in the management of client accounts. In those cases, Proxy Wealth adds the 0.30% annual platform fee to its asset-based management fee, and Proxy Wealth pays the fee to iFlip. All fees paid to Proxy Wealth for investment advisory services are separate and distinct from the expense
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.