Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
641 clients
Average Client Portfolio
$938K average
Assets Under Management
$601.1M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Minimum annual fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
20220 South Lagrange Road, Frankfort, IL, 60423
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Providence Wealth Advisors, LLC
December 2017 - Present · 8 yrs 3 mos
Previous Registrations
Providence Wealth Advisors, LLC
December 2017 - December 2017 · 0 mos
State Registrations1 state
IL
Advisor
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.
Exams
No exam information available for this advisor.