Provision Asset offers investment management and financial planning services. Investment management is offered on a discretionary basis, where Provision Asset makes investment decisions for you. Financial planning services include a review of wills, estate plans, investments, taxes, and insurance. Provision Asset may use sub-advisors to manage client accounts and receives referral fees from third-party money managers.
Assets Under Management$140M
Clients453
Advisors6
Avg. per Client$320K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Minimum Annual Fee:$100
Provision Asset offers several investment management options, each with a different annual fee based on the 'Dynamic', 'Premier', 'Plus', 'Model', or 'Select' program. The fees are:
- Provision Dynamic: 1.90% per year
- Provision Premier: 1.65% per year
- Provision Plus: 1.55% per year
- Provision Model: 1.35% per year
- Provision Select: 1.00% per year
Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly, and there is a minimum quarterly fee of $25.
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