Provident Wealth provides investment management based on your goals and risk tolerance. They create a plan to select a portfolio that fits your situation. Provident Wealth also offers one-time or ongoing financial planning covering investments, insurance, taxes, retirement, education, and debt. They also offer ERISA plan services.
Assets Under Management$98M
Clients113
Advisors1
Avg. per Client$870K
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$500K
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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.00% |
Fees and services are negotiable. At Provident Wealth’s discretion, they may provide portfolio management services at a reduced rate for clients who engage them for on-going, comprehensive financial planning services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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