Robert Lentz
Robert Lentz is a registered investment advisor at Provident Wealth Management, LLC, based in Colorado Springs, CO, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 327 clients with $700M 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 |
|---|---|
| $0K - $2.0M | 1.08% |
| $2.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
PWM may combine account values of family members to determine the applicable advisory fee. Similarly situated clients could pay different fees.
Fee Estimator
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Provident Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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