Ruth Barber is a registered investment advisor at Provident Living Financial Services, based in Lehi, UT. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 254 clients with $160M 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 $10.0M | 0.50% |
| $10.0M - $100.0M | 0.25% |
| $100M+ | 0.13% |
Discounts may be available for non-profits, first responders, military, caregivers, medical workers, educators, and immediate family members. A per-account administrative fee of up to $25 per quarter may apply. The Finique 360 fee is waived if client household assets are less than $10,000.
Fee Estimator
Location
3450 N Triumph Blvd., Suite 102, Lehi, UT, 84043
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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 →Employment History
Current Registrations
Provident Living Financial Services
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.