Provident Capital Management manages investment portfolios for individuals, trusts, and retirement accounts on a discretionary basis. After agreeing on asset allocation guidelines with clients, Provident Capital Management selects stocks, bonds, and mutual funds. The firm dedicates time to understanding a client’s financial situation, investment experience, and risk tolerance. Investment advice is based on a client’s individual circumstances and objectives.
Assets Under Management$19M
Clients6
AdvisorsN/A
Avg. per Client$3.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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