Provenance Wealth Advisors

Provenance Wealth Advisors, LLC is an investment advisor firm based in Fort Lauderdale, Florida, established in 2000. The firm offers portfolio management, financial planning, retirement planning, and portfolio consulting services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, municipalities, and other business entities. Provenance Wealth Advisors primarily uses equity securities, exchange-traded funds, mutual funds, corporate securities, municipal securities, and U.S. government securities in its portfolio management programs. Clients can opt for discretionary or non-discretionary portfolio management services, with discretionary services allowing the firm to make investment decisions without client approval. The firm charges fees based on a percentage of assets under management, with rates varying depending on the asset value. Provenance Wealth Advisors does not have custody of client funds but uses a third-party qualified custodian. The firm does not accept performance-based fees, and clients can direct brokerage transactions to a specified custodian. Additionally, the firm does not vote on client securities proxies. Provenance Wealth Advisors has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings. For more information, clients can contact the firm directly.