Gwendolyn Louie is a registered investment advisor at Provision Asset, LLC, based in Little Elm, TX, with 4 years of industry experience. Gwendolyn 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 453 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Provision Asset offers several investment management options, each with a different annual fee based on the 'Dynamic', 'Premier', 'Plus', 'Model', or 'Select' program. The fees are:
- Provision Dynamic: 1.90% per year
- Provision Premier: 1.65% per year
- Provision Plus: 1.55% per year
- Provision Model: 1.35% per year
- Provision Select: 1.00% per year
Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly, and there is a minimum quarterly fee of $25.
Location
Little Elm, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Provision Asset, LLC
State Registrations1 state
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