ProVise Management Group provides personalized investment management and financial planning services to individuals, families, retirement plans, trusts, and businesses. ProVise Management Group builds tailored portfolios using stocks, bonds, mutual funds, and exchange-traded funds, and provides ongoing supervision of accounts. For individual retail clients, investment management generally includes financial planning and consulting covering retirement, taxes, estate planning, and insurance. ProVise Management Group can also provide standalone financial planning and consulting for clients who do not need full portfolio management. ProVise Management Group is owned by Kestra Financial and can recommend affiliate products or services, which creates potential conflicts of interest. The firm operates on both a discretionary basis (making trades without asking first) and a non-discretionary basis.
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).