Eric Ebbert is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Clearwater, FL, with 24 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric is the President of ProVise Management Company Inc., dedicating nearly full-time hours to its management. He also serves as a Trustee for Forman School, spending minimal time on governance duties.
Employment History
Current Registrations
Provise Management Group, LLC
Previous Registrations
NFP Advisor Services, LLC
State Registrations2 states
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