Nicholas Vantrease is a CFP-designated registered investment advisor at Provident Wealth, LLC, based in Knoxville, TN, with 8 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 113 clients with $98M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.00% |
Fees and services are negotiable. At Provident Wealth’s discretion, they may provide portfolio management services at a reduced rate for clients who engage them for on-going, comprehensive financial planning services.
Fee Estimator
Location
Knoxville, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Provident Wealth, LLC
State Registrations1 state
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