Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ProVise's annual advisory fee is negotiable and based on a percentage of assets under management, generally ranging from 0.20% to 1.50%. The minimum quarterly fee is generally $750. For individual retail clients, the advisory fee generally includes financial planning if requested. Stand-alone financial planning fees range from $2,500 to $15,000 on a fixed fee basis, or $150 to $750 per hour. These fees are negotiable.
Areas of Practice
Advisor Information
Office location
4350 West Cypress St, Suite 225, Tampa, FL, 33607
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Customer Dispute
September 1991Other Business ActivitiesSells Insurance
Stephen volunteers as a board member for Lions Eye Institute Foundation and FPA of Tampa Bay, dedicating minimal time to each. He is also an independent advisor with ProVise Management Group, LLC and Kestra Advisory Services, LLC, spending nearly full-time hours on investment advisory services and financial planning.