Shane O'hara
Shane O'hara is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Clearwater, FL, with 11 years of industry experience. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,183 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ProVise Management Group's annual investment advisory fee is based on a percentage of the value of your investments, generally ranging from 0.20% to 1.50%. The exact fee is negotiable and depends on factors like the size and complexity of your account. There is a minimum quarterly fee of $750. The fee is calculated and charged quarterly, in advance, based on the value of your investments at the end of the previous quarter.
Location
611 Druid Rd., Ste. 105, Clearwater, FL, 33756
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Shane is the Executive Vice President and Principal of ProVise Management Group, LLC, dedicating nearly full-time hours to administrative duties related to investment advisory services, financial planning, and wealth management. Shane also serves as a Partner at PROVISE MANAGEMENT COMPANY, INC. and a Board Member/Secretary for Creative Pinellas, dedicating minimal time to each.
Employment History
Current Registrations
Provise Management Group, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
State Registrations2 states
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