Providence Financial Advisors (PFA) offers portfolio management where they make and implement investment recommendations, investment consulting where they provide recommendations but the client implements them, and financial planning services. PFA also provides retirement plan services to businesses. Services are tailored to each client's needs. PFA is legally required to act in your best interest.
Assets Under Management$430M
Clients186
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
PFA's fees for managing your investments are a percentage of the value of your portfolio, and the specific rate is negotiated with each client. The fees generally range from 0.25% to 1.50% per year, depending on the amount of assets managed and the complexity of the engagement.
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