Provident Trust Company manages equity, balanced, and fixed income investment portfolios for individuals, high net worth clients, trusts, and other organizations. Founded in 1999 and based in Waukesha, Wisconsin, the firm also acts as a state-chartered trust company and serves as adviser to an open-end mutual fund. Provident Trust Company employs a growth-at-reasonable-price strategy for equities, focusing on companies with above-average sales and earnings, and constructs customized portfolios aligned with client goals.
Assets Under Management$6.9B
Clients1,037
Advisors5
Avg. per Client$6.6M
Avg. per Advisor$1.4B
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Accounts under $100,000 are charged an annual fee of 1.00% even if part of a larger relationship. Fees are typically billed monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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