One Providence Capital (OPC) offers ongoing portfolio management services based on individual client goals, risk tolerance, and time horizon. OPC creates customized investment portfolios and provides quarterly performance reports. OPC also offers investment advice through consultations related to client portfolios, billed at an hourly rate.
Assets Under Management$20M
Clients96
Advisors1
Avg. per Client$210K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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