Providence Wealth Advisors offers personalized financial planning and investment management services. They work with individuals, corporate retirement plans, trusts, estates, charitable organizations, and small businesses. Their services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Clients make the final investment decisions.
Assets Under Management$41M
Clients30
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
All fees are negotiable at the discretion of the managing partner. Each account annual minimum fee is $375.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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