Daniel Mannix is a CFA-designated registered investment advisor at Provise Management Group, LLC, based in Clearwater, FL, with 15 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.
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Daniel works nearly full-time as a Portfolio Manager and Registered Field Assistant at ProVise Management Group, LLC. He also serves as a Trustee for Real Church and an Advisory Board Member for the University of South Florida Merrill Lynch Wealth Management Center Advisory Board, dedicating minimal time to each.
Employment History
Current Registrations
Provise Management Group, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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