Provident Living Advisors offers discretionary investment management services tailored to each client's individual goals, time horizons, objectives, and risk tolerance. Founded in 2017 and led by Certified Financial Planner Michael A. Lizon, Provident Living Advisors creates customized investment portfolios using fundamental analysis, technical analysis, charting, and cyclical analysis. In addition to individual wealth management, Provident Living Advisors provides retirement plan consulting services for qualified plans such as 401(k) and 403(b) plans, acting in a fiduciary capacity when required. Provident Living Advisors does not sell insurance products or annuities and works independently to prioritize client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable in unusual circumstances based on criteria such as historical relationships or asset types.