Provident Wealth Management offers financial planning, investment supervisory services, and asset allocation advice. Financial planning includes retirement, investment, insurance, and estate matters. Investment management is provided on a discretionary basis, tailored to client needs. The firm uses asset allocation strategies and diversification techniques.
Assets Under Management$26M
Clients65
Advisors2
Avg. per Client$400K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees above $5,000,000 are negotiated based on services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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