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., 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shane is the Executive Vice President and Principal of ProVise Management Group, LLC, dedicating nearly full-time hours to administrative duties related to investment advisory services, financial planning, and wealth management. Shane also serves as a Partner at PROVISE MANAGEMENT COMPANY, INC. and a Board Member/Secretary for Creative Pinellas, dedicating minimal time to each.