Jack Niles
Jack Niles is a registered investment advisor at Provise Management Group, LLC, based in Key West, FL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,190 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range from 0.20% to 1.50% annually depending on account size, complexity, and other factors. There is a minimum quarterly fee of $750 ($3,000 per year).
Fee Estimator
Location
2432 Flagler Ave, Key West, FL, 33040
Get directionsHistory
Regulatory History (1)
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.
Employment History
Current Registrations
Provise Management Group, LLC
Previous Registrations
Kestra Investment Services, LLCBroker
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.
Exams
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