Assets Under Management
$3.5B
Number of Clients
3,226
Number of Advisors
21
Average Client AUM
$1.1M
AUM per Advisor
$167.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Provenance Wealth Advisors (PWA) offers a Unified Managed Accounts Wrap Program. The wrap fee covers investment advisory services, trade execution through Schwab, and custody of client assets at Schwab. The program is offered to individuals, trusts, charitable organizations, and retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $35.0M | 0.55% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL, 33301