Mark Provost is a PFS-designated registered investment advisor at D & P Investment Advisors, LTD., based in Wakefield, RI, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 247 clients with $200M 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 | 1.00% |
D & P may negotiate to charge a lesser management fee based upon certain criteria. In addition, in limited circumstances, D & P may charge an annual fixed fee (up to $20,000) in lieu of an asset-based fee.
Fee Estimator
Location
10 High Street, Suite B, Wakefield, RI, 02880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
D & P Investment Advisors, LTD.
State Registrations4 states
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