Provident Financial Planning offers personalized asset management and financial planning consulting services designed to build and preserve wealth. Operating as a registered investment adviser, Provident Financial Planning helps clients develop investment portfolios tailored to their specific financial circumstances, risk tolerance, and goals. The firm uses fundamental analysis, modern portfolio theory, technical analysis, and cyclical analysis to manage investments. In addition to active asset management, Provident Financial Planning provides comprehensive financial planning covering areas such as retirement, tax strategies, estate planning, education funding, and insurance needs. Clients can also access digital estate planning solutions through a partnership with Snug. Provident Financial Planning works with individuals, high net worth individuals, trusts, estates, and non-profit organizations, with no minimum account opening balance required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are annual and may be negotiable based upon certain circumstances.