Matthew O'connor is a registered investment advisor at Provident Wealth Management, LLC, based in Brentwood, TN, with 3 years of industry experience. Matthew 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
101 Winners Circle, Suite 101, Brentwood, TN, 37027-5038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Provident Wealth Management, LLC
State Registrations1 state
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