wiseradvisor


ProActive Advisors

Tel: 859-263-1117
836 Euclid Avenue (suite 306)
Lexington, KY 40502
ProActive Advisors | Financial Advisor in Lexington ,KY

About ProActive Advisors

Your choice of a Financial Advisor is one of the most important decisions you will make. Bad choices can have injurious consequences like stunted compounding from hidden costs, slow growth from bad strategy, and crippling losses due to poor risk management. ProActive Advisors diligently works to navigate the complexities of change. Compare our money management practices and how they can improve your financial life.

Talk to an Advisor and GET ANSWERS   
      


General Information

Firm Start Year:   2008
No.of Employees:   2-4
Name of Broker/Dealer:   Fidelity, Pershing, Interactive Brokers
Work with the following types of clients:   Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Financial Planning for Individuals, Financial Advice & Consulting, Retirement Planning, Portfolio Management, Estate Planning & Trusts

Services

Investment Types:   Bonds, Mutual Funds, Stocks, Insurance, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:   Via Email, Video Conference, Your Home, Our Office, Via Phone

Firm Information

Firm's Number of Clients:   35
Firm's Number of Managed Clients:   35
Assets Managed by Firm:   $40,000,000
Advisor's Number of Clients:   40
Advisor's Number of Managed Clients:   40
Assets Managed by Advisor:   $45,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1%
Additional Details on Charges:   Fee will be discussed based on account size
Minimum Fee Charged for Managed Accounts:   .75%

Talk to an Advisor and GET ANSWERS   

Financial Services

Portfolio Management

Money Management done properly empowers financial planning by producing successful outcomes. ProActive Advisors acts as a fiduciary implementing financial plans with quality money management. This includes assessing your investment strengths and weaknesses and making decisions important to growing and protecting your money. Get the ProActive advantage to navigate business cycles and combat market risk no matter the market environment. Enjoy greater peace of mind knowing dedicated professional Advisors are diligently working for you.

Retirement Planning

Planning a successful retirement is about building and wisely spending income so you don't have a savings shortfall or run out of money during your lifetime. To be successful, there are complexities to get right: how much to save, what to invest in, which investment strategy to use, when to retire, how much to safely withdraw, when to start taking Social Security, etc. And that's before considering healthcare, retirement plan conversions, and taxes.

ProActive can help you sort out these questions and make smarter financial decisions. In Pre-Retirement Years, our focus is on building tax advantaged savings, and in the Post Retirement Years, we focus on optimizing retirement spending in a tax efficient manner. If you have not yet looked at the details of what's best for you given the complexities of Social Security, Taxes, and Medicare, let us help. The process of making a Retirement Plan can be uplifting and will give you greater confidence and control. Don't delay this until tomorrow. Talk with one of our financial professionals get started on making a smart plan you can count on.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Bank Transfer
see more

News & Events

Coronavirus sparking investment concerns
When: 02/28/2020
Details:LEX 18 news came to us to do an article back in February of 2020 when the coronavirus pandemic was in full effect and the market was tumbling. Lawrence talked about how to manage risk and how peoples emotions and panic is what really tanks a market. ...more


Balancing Risk and Return Through Pro-Active Asset
When: 09/06/2021
Details:Article written by Advisors Magazine discussing how our firm manages/balances its risk vs return. ...more


Meet Mover, Shaker, and Moneymaker: Lawrence York
When: 12/02/2019
Details:Tops in Lex magazine: an article written about our CIO Lawrence York and his story and experience in the investment industry. ...more

brokercheck