Paul Cochran
Paul Cochran is a registered investment advisor at Providence Wealth Management LLC, based in Knoxville, TN, with 15 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 202 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Providence Wealth Management uses Gradient Investments, LLC (GI) as a co-advisor for investment management. GI manages the portfolios, and PWM assists clients in selecting the appropriate investment model. The fees are based on the amount of assets managed and are assessed quarterly. The fees are negotiable.
Here's a breakdown of the maximum annual advisory fees for different portfolio types:
Strategic & Tactical Portfolios:
- Under $250,000: 1.67%
- $250,000 - $500,000: 1.42%
- $500,001 - $2,000,000: 1.17%
- $2,000,001 - $3,000,000: 1.07%
- Over $3,000,000: 0.95%
Private Wealth Series, Allocation & Defined Outcome Portfolios:
- Under $250,000: 1.50%
- $250,000 - $500,000: 1.25%
- $500,001 - $2,000,000: 1.00%
- $2,000,001 - $3,000,000: 0.90%
- Over $3,000,000: 0.80%
Preservation Portfolios:
- All Values: 0.80%
The minimum quarterly fee billed will be $25.
Location
2030 Falling Waters Road, Suite 175, Knoxville, TN, 37922
Get directionsHistory
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 ActivitiesSells Insurance
Paul is the president of Providence LTC Advisors, Inc., an insurance services company, since 2001. He dedicates about half of his time to this business.
Employment History
Current Registrations
Providence Wealth Management LLC
State Registrations2 states
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