Provenance Wealth Advisors offers personalized investment management and financial planning services. The firm builds tailored portfolios using individual stocks, exchange-traded funds, mutual funds, bonds, and alternative investments, managing accounts on either a discretionary or non-discretionary basis. In addition to investment oversight, Provenance Wealth Advisors provides comprehensive financial planning—covering retirement income, tax strategies, estate planning, risk management, and charitable giving—as well as specialized consulting for retirement plans and portfolios. The firm operates from Fort Lauderdale, Florida, serving individuals, high-net-worth families, businesses, and trusts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable. Clients also pay an additional platform fee ranging from 0.04% to 0.25% annually based on asset levels.