Provider Financial offers financial planning on an hourly basis and portfolio management services through a wrap fee program. They work with clients to create individualized portfolios based on their goals, time frame, and risk tolerance. They primarily use mutual funds, exchange traded funds, stocks, and money market instruments.
Assets Under Management$300M
Clients505
Advisors2
Avg. per Client$600K
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.05% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.60% |
| $750K - $1.3M | 1.40% |
| $1.3M - $1.8M | 1.30% |
| $1.8M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fee is negotiable based upon the size of the client’s account(s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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