ProNvest Review


Trust Score 96%
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ProNvest, federally registered in 2002, is a Registered Investment Advisor (RIA) in 44 state(s) with a licensed staff of 2 advisors. ProNvest manages $869.9 million and provides investment advisory services for 83,576 clients (1:41788 advisor/client ratio).

The maximum fee charged for investment advisory services will not exceed 1.25%.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has been federally registered for 16 years
  • Firm services over 1,000 clients

Considerations


  • There is only one licensed advisor for every 41788 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The maximum fee charged for investment advisory services will not exceed 1.25%.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $10,408
Hybrid Advisor No
Disciplinary History No
Total AUM $869.9 million
Advisor / Client Ratio 1:41788
Headquarters Chattanooga, TN
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