ProVise Management Group provides investment advice and financial planning to individuals, pension plans, businesses, trusts, and charities. ProVise offers both discretionary and non-discretionary investment management services, with fees based on a percentage of assets managed. They also offer standalone financial planning and consulting services for a fixed fee or hourly rate. ProVise may recommend products and services from affiliated companies, creating a potential conflict of interest.
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.