Advisor at Provise Management Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Provise Management Group, LLC
Location
Key West, FL 33040
Credentials
Series 63, Series 65
Industry experience
23 years
Jack Niles is a financial advisor with Provise Management Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Niles, Kight & Company, PLLC since 2010 and previously at Kestra Investment Services, LLC and NFP Advisor Services from 2004 to 2023. Outside of investment advisory, he is a partner at Niles, Kight & Company, PLLC, providing consulting and tax/accounting services as a CPA. Provise Management Group, LLC offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $1.8 billion for over 1,150 clients through a team of 16 advisors, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.
Based on Provise Management Group, LLC
Financial planning fixed fees generally range from $2,500 to $15,000; Retirement Plan consulting fixed fee with minimum of $3,000
Commissions charged by affiliated broker-dealer Kestra IS on securities transactions; commission amounts vary
Hourly consulting fees range from $150 to $750 per hour
Account minimum: $750 minimum quarterly fee Minimum fee: $750 minimum quarterly fee (generally) Fee-only: Financial planning fixed fees generally range from $2,500 to $15,000; hourly rates range from $150 to $750
2432 Flagler Ave
Key West, FL 33040
Florida
Niles, Kight & Company, PLLC
2010 - Present (16 years)
Kestra Investment Services, LLc
2004 - 2023 (19 years)
Nfp Advisor Services
2004 - 2023 (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Key West, FL
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