| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $35.0M | 0.55% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
200 S Biscayne Blvd, 7th & 8th Floors, Miami, FL, 33131
Get directionsNo 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 →Ryan is the owner of Tupeloaks Farm LLC, created for tax reporting, and an investment advisor at Provenance Wealth Advisors LLC, dedicating about a quarter of his time to financial planning. He also works as a non-variable insurance agent and receives referral fees for directing business to a CPA firm.