Donald Smith
Donald Smith is a ChFC-designated registered investment advisor at Provident Wealth Management INC, based in Erie, PA, with 42 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 65 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees above $5,000,000 are negotiated based on services provided.
Fee Estimator
Location
3527 West 26th Street, Erie, PA, 16506
Get directionsHistory
Regulatory History (4)
Regulatory
March 2023Customer Dispute
April 2020Employment Separation After Allegations
July 1997Criminal
May 1978Other Business Activities
Donald is the owner, principal, and president of Provident Wealth Management, Inc., where he provides financial planning and consulting services. He dedicates nearly full-time hours to this role.
Employment History
Current Registrations
Provident Wealth Management INC
Previous Registrations
Provident Private Capital Partners, INC.Broker
Vestax Securities CorporationBroker
Linsco/private Ledger CORP.Broker
E. F. Hutton & Company INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.