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.
611 Druid Rd E. Ste 105, Clearwater, FL, 33756
Get directionsSandra is a finance committee member for St. Elizabeth Hospital, a non-profit organization, where she reviews investments, spending policy, grants, and financials. She spends minimal time on this activity and receives no compensation.