Jack Niles
Jack Niles is a registered investment advisor at Provise Management Group, LLC, based in Key West, FL, with 23 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
2432 Flagler Ave, Key West, FL, 33040
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Regulatory History (1)
Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Jack is a managing partner and CPA at Niles, Kight & Company, PLLC, dedicating a significant amount of time to this role. He also owns NW&M Financial Consulting, Inc., works as an IAR and solicitor for Provise Management Group LLC, and owns a portion of the office building he works at through NILES KW1 LLC.
Employment History
Current Registrations
Provise Management Group, LLC
Previous Registrations
Kestra Investment Services, LLCBroker
State Registrations1 state
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.