Provision Wealth Management offers investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. The firm also provides financial planning consulting services such as risk assessment, investment planning, estate planning, and financial organization. Services are offered through Investment Advisory Representatives to accounts opened with Provision Wealth Management.
Assets Under Management$57M
Clients135
Advisors4
Avg. per Client$420K
Avg. per Advisor$14M
www.linkedin.com/company/provision-wealth-manag... ·www.provisionwealthmgmt.com ·www.facebook.com/cwfinancialplanning
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees are negotiable for accounts greater than $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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