Provident Financial Planning provides investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance, then create tailored portfolios. They also offer financial planning services covering areas like retirement, taxes, insurance, and estate planning. Clients can choose to implement the financial plan through any financial organization.
Assets Under Management$160M
Clients70
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$78M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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