Proper Money Management LLC

Overview

Proper Money Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and operates as a capital allocator, meaning it both manages assets directly and selects outside managers when appropriate. Its compensation model is flexible and includes asset-based fees as well as hourly and fixed-fee arrangements. Services listed in filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Proper Money Management LLC does not identify itself as an active ESG investor. The firm has an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives