Vincent Ferrara
Vincent Ferrara is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Clearwater, FL, with 54 years of industry experience. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,183 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ProVise Management Group's annual investment advisory fee is based on a percentage of the value of your investments, generally ranging from 0.20% to 1.50%. The exact fee is negotiable and depends on factors like the size and complexity of your account. There is a minimum quarterly fee of $750. The fee is calculated and charged quarterly, in advance, based on the value of your investments at the end of the previous quarter.
Location
611 Druid Rd, Suite 105, Clearwater, FL, 33756
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Vincent is the President & CEO of American Financial Solutions, Inc. and President of ProVise Management Company, Inc., dedicating nearly full-time hours to the latter. He also has numerous board and trustee positions, owns Druid Road, LLC (real estate), and owns Up Your Assets, LLC (podcast).
Employment History
Current Registrations
Provise Management Group, LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Pw Securities, INC.Broker
Derand Investment Corporation of AmericaBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.