Providence Wealth Advisors, LLC
Assets Under Management
$601.1M
Number of Clients
641
Number of Advisors
5
Avg. Portfolio per Client
$938K
Avg. Managed per Advisor
$120.2M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Providence Wealth Advisors offers financial planning and investment management services. This includes creating investment strategies, managing portfolios, and providing financial and estate planning advice. Providence Wealth works with high-net-worth individuals, trusts, retirement plans, and government entities. Financial planning is offered at no additional charge to investment advisory clients.
Fee Structure
Minimum Investment:$40K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Minimum annual fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Location
20220 South Lagrange Road, Frankfort, IL, 60423