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
2432 Flagler Ave, Key West, FL, 33040
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Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Jack is a managing partner and CPA at Niles, Kight & Company, PLLC, dedicating a significant amount of time to this role. He also owns NW&M Financial Consulting, Inc., works as an IAR and solicitor for Provise Management Group LLC, and owns a portion of the office building he works at through NILES KW1 LLC.