Provizr offers personalized investment management services, financial planning, and estate settlement services to current and former employees of specific public and non-profit institutions. They begin with a complimentary consultation to understand a prospective client's needs. Financial planning covers various aspects like cash management, risk management, retirement, and education funding. Portfolio management is tailored to individual goals and risk tolerance, utilizing investments available through the client's employer-sponsored retirement plan.
Fee Structure
Provizr charges an annual management fee based on the value of your portfolio. This fee is calculated and billed quarterly in advance, and it ranges between 0.50% and 1.00%. This fee is negotiable. The fee is directly deducted from your account.