Cyril White
Cyril White is a registered investment advisor at Provizr, based in Ann Arbor, MI, with 20 years of industry experience. Cyril operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 108 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Provizr charges an annual management fee based on the value of your portfolio. This fee is calculated and billed quarterly in advance, and it ranges between 0.50% and 1.00%. This fee is negotiable. The fee is directly deducted from your account.
Location
777 E. Eisenhower Pkwy, Suite 740, Ann Arbor, MI, 48108
Get directionsHistory
Regulatory History (1)
Financial
August 2021Other Business ActivitiesSells Insurance
Cyril operates several businesses, including Provizr and Four Financial Management, through which he provides investment advisory services, dedicating about a quarter of his time to each. He also owns White House International LLC (a fitness business) and White House Financial & Settlement Consulting LLC, and is a book author, while also selling non-variable insurance, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Provizr
Four Financial Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Spc
Sigma Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.