Provident Living Advisors (PLA) offers investment management and financial planning services. PLA provides ongoing asset management services based on individual client goals, time horizons, and risk tolerance. PLA can act as a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) Investment Manager for qualified retirement plans. PLA also offers financial planning and consulting services, including reviews of wills, estate plans, investments, taxes, retirement income, and college planning.
Assets Under Management$47M
Clients177
Advisors2
Avg. per Client$270K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee may be negotiable in unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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