Advisor at Provisor Asset Management 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
Provisor Asset Management LLC
Location
Bluffton, SC 29909
Credentials
ChFC®, Series 63, Series 65
Industry experience
24 years
Todd Allen is the principal of Provisor Asset Management LLC, an independent advisory firm based in Bluffton, SC. He holds the ChFC® designation and has 24 years of industry experience. Prior to founding Provisor Asset Management in 2021, he worked in various financial services roles including with Allstate and The O.N. Equity Sales Company. Allen also served in the U.S. Army Reserves for 26 years. In addition to his advisory work, he operates a licensed insurance agency. Provisor Asset Management LLC provides investment advisory services primarily to individual clients, using both discretionary and non-discretionary platforms to implement client strategies. The firm manages a modest client base with a focus on customized asset allocation and quarterly reviews.
Based on Provisor Asset Management LLC
Based on Provisor Asset Management LLC
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Minimum fee: $350 annual minimum platform fee on AssetMark Platform
110 Traders Cross, Suite 115
Bluffton, SC 29909
South Carolina · Texas
Provisor Asset Management LLC
2021 - Present (5 years)
Provisor Asset Management LLC
2021 - Present (5 years)
Provisor, LLC
2018 - Present (8 years)
Teh O.N. Investment Management Co.
2018 - 2021 (3 years)
The O.N. Equity Sales Company
2018 - 2021 (3 years)
Allstate Financial Advisor, LLC
2017 - 2018 (1 year)
Allstate Financial Services, LLC
2015 - 2018 (3 years)
Allstate Insurance Co
2015 - 2018 (3 years)
Us Army Reserves
1996 - 2022 (26 years)
Todd Allen, Sole Proprietor
1992 - Present (34 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 65
Bluffton, SC
DWT Financial
Series 65
Bluffton, SC
Zimmer Capital Management LLC
Series 63, Series 65
Bluffton, SC
Strategic Investment Solutions, LLC
Series 63, Series 65
Hilton Head Island, SC
Greenside Financial, Ltd
CFA®
Hilton Head, SC
Williams Market Analytics LLC
CFA®
Bluffton, SC
New Albany Capital Partners, LLC
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