Jon Brethauer
Jon Brethauer is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Clearwater, FL, with 21 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 E. Ste 105, Clearwater, FL, 33756
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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 ActivitiesSells Insurance
Jon is an employee of ProVise Management Group, LLC, where he works nearly full-time providing investment advisory services and insurance. He also serves as a partner at ProVise Management Company Inc. and holds board positions at BayCare Alliant Hospital and Morton Plant Mease Healthcare Foundation.
Employment History
Current Registrations
Provise Management Group, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations41 states
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