Provise Management Group, LLC
Assets Under Management
$1.8B
Number of Clients
1,183
Number of Advisors
15
Average Client AUM
$1.5M
AUM per Advisor
$120.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
ProVise Management Group, LLC provides discretionary and non-discretionary investment advisory services. They also offer financial planning and consulting services on investment and non-investment related matters. ProVise serves individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. They may recommend products/services from affiliated companies, creating a conflict of interest.
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
Location
611 Druid Rd E. Ste 105, Clearwater, FL, 33756