Providence Asset Management (PAM) is a registered investment advisor providing investment advisory services to individuals and small businesses. PAM offers actively managed equity accounts, tailored to each client's needs and risk tolerance. Client accounts are reviewed monthly, and clients can contact Stuart Bogard, the Chief Investment Officer, to discuss their portfolio.
Assets Under Management$60M
Clients60
Advisors1
Avg. per Client$1M
Avg. per Advisor$60M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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