Providence Financial Services (PFS) provides investment management based on your goals and risk tolerance. PFS creates a plan to select a portfolio that fits your situation. PFS may use third-party investment advisors. PFS also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. PFS generally limits its investment advice to mutual funds, fixed income, real estate funds, equities, ETFs, and bonds.
Assets Under Management$13M
Clients19
Advisors1
Avg. per Client$660K
Avg. per Advisor$13M
www.linkedin.com/company/providence-financial-s... ·www.providencefinancialgroup.com ·www.facebook.com/providencerockyriver
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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