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
611 Druid Rd E. Ste 105, Clearwater, FL, 33756
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel works nearly full-time as a Portfolio Manager and Registered Field Assistant at ProVise Management Group, LLC. He also serves as a Trustee for Real Church and an Advisory Board Member for the University of South Florida Merrill Lynch Wealth Management Center Advisory Board, dedicating minimal time to each.