Provenio Capital Management is a wealth management firm specializing in alternative investments. Provenio works with clients to manage risk, design custom portfolios, and utilize tax-efficient strategies. Provenio primarily advises clients in a non-discretionary capacity, but offers discretionary investment solutions through Insurance-Dedicated Funds and Separately Managed Accounts. Provenio also offers other planning services as requested by the client.
Assets Under Management$1.6B
Clients124
Advisors5
Avg. per Client$13M
Avg. per Advisor$330M
Fee Structure
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $25.0M | 0.85% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.45% |
| $45.0M - $80.0M | 0.35% |
| $80.0M - $130.0M | 0.25% |
| $130M+ | 0.20% |
Fee schedule applies to alternative assets. Equities: 0.50%. Fixed Income: 0.25%. Standard fee schedule is negotiable based on several factors. Provenio Capital manages some accounts without charge at their discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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