Assets Under Management
$1.8B
Number of Clients
1,183
Number of Advisors
15
Average Client AUM
$1.5M
AUM per Advisor
$120.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
ProVise Management Group offers discretionary and non-discretionary investment advisory services, along with financial planning and consulting. They serve individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. Financial planning covers retirement, tax, estate, and insurance planning. They may recommend affiliated broker-dealers and insurance agents, creating potential conflicts of interest.
611 Druid Rd E. Ste 105, Clearwater, FL, 33756