Provisor Asset Management offers investment management services through the AssetMark and SEI platforms. Through SEI, Provisor offers discretionary management services. Provisor assists clients in selecting appropriate investment options and provides ongoing account services. Investment strategies are tailored to client goals, and clients can impose restrictions on investments.
Assets Under Management$3.2M
Clients25
Advisors1
Avg. per Client$130K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$350
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
These fees are for accounts on the AssetMark Platform. For accounts managed through SEI Investments Management Corp, the annual advisory fee is 1.00%, which may be negotiable. In addition to Provisor's fees, SEI charges its own fees ranging from 0.55% to 1.15% depending on the program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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