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Proactive Advisors, LLC

Headquartered in LEXINGTON, KY

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Firm Information

Proactive Advisors, LLC is an investment advisor with 2 licensed agents and 2 investment adviser representatives. They offer financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $40,133,542 in assets for 52 clients, primarily high-net-worth individuals and other individuals. They offer retirement planning and asset allocation services.

Proactive Advisors, LLC

$40.13M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning & asset allocation services

Retirement planning & asset allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat annual fee

Branch Locations (1)

PROACTIVE ADVISORS, LLC has a total of 1 branch locations across the country.
location

LEXINGTON, KY

Advisors at Proactive Advisors, LLC

View All 2 Advisors
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Lawrence St john York

RA

Lexington, KY

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John L York

RA

LEXINGTON, KY

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Disclosures

There are no public disclosures for Proactive Advisors, LLC.

Frequently Asked Questions (7)

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