Provenance Wealth Advisors
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Overview
Provenance Wealth Advisors operates as a financial advisor firm that has its headquarters in Fort Lauderdale, Florida. The firm handles $623.2 million in total assets across 108 accounts, placing it among the bigger investment advisory firms in the country by assets under management (AUM). It has an average-sized group, including 20 financial advisors. Provenance Wealth Advisors does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like stocks, options and bonds.
Provenance Wealth Advisors oversees none of the firm's client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by an investment advisor without needing to seek the client's consent. The company also has 108 non-discretionary accounts totaling $623.2 million in assets. The firm's typical account size is $5.8 million. The average financial advisor at Provenance Wealth Advisors manages about five client accounts, placing it among the more personalized financial advisor firms in the country.
The firm's central office is located at 515 East Las Olas Boulevard, Fort Lauderdale, Florida 33301. The firm is allowed to provide services to clients throughout 3 states, including Florida, New York and Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Provenance Wealth Advisors by the Numbers
$623.2 million
54
108
$5.8 million
Products and Services
Provenance Wealth Advisors offers multiple financial services, which can include financial planning services, pension consulting services and other services. In the prior financial year, it provided financial planning services to 101-250 of its accounts. The firm does sell products or offer services aside from investment advisory services to its customers. Provenance Wealth Advisors also has a number of financial industry affiliations, including with an accountant or accounting firm and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Provenance Wealth Advisors most likely include some combination of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Provenance Wealth Advisors.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Provenance Wealth Advisors caters to pension plans. Out of its 108 accounts, Provenance Wealth Advisors's biggest client type is pension plans. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Provenance Wealth Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Provenance Wealth Advisors
Miami, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Miami, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Miami, FL
Miami, FL
Mason, OH
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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