Richard Smith is a registered investment advisor at Provident Wealth Management INC, based in Erie, PA, with 12 years of industry experience. Richard 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
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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
Richard is a shareholder in Provident Private Estate Management, Inc., a property management company. He assists the President, dedicating minimal time to this role.
Employment History
Current Registrations
Provident Wealth Management INC
Previous Registrations
Provident Private Capital Partners, INC.Broker
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.