Alan Bagwell is a registered investment advisor at Providence Wealth Advisors, LLC, based in Huntsville, AL, with 21 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 30 clients with $41M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
All fees are negotiable at the discretion of the managing partner. Each account annual minimum fee is $375.
Fee Estimator
Location
Huntsville, AL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alan spends a few hours per week on accounting and tax return preparation activities through Providence Wealth Advisors, LLC. This activity is not investment-related.
Employment History
Current Registrations
Providence Wealth Advisors, LLC
Previous Registrations
Providence Wealth Advisors, LLC
Keel Point, LLC
Keel Point Capital, LLCBroker
State Registrations1 state
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