Provident Wealth Management provides investment management services, where they manage your investments based on your goals and risk tolerance. They can make trades for you without asking in advance, or get your approval for each trade. They also offer financial planning services, including reviews of wills, estate plans, investments, taxes, and insurance. They also hold seminars and workshops to educate the public.
Assets Under Management$33M
Clients101
Advisors3
Avg. per Client$330K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable. Provident also offers cryptocurrency asset management with different fees: Up to $500,000: 2.00%, $500,001 - $3,000,000: 1.50%, $3,000,001 - $5,000,000: 1.25%, Over $5,000,000: 1.00%. Provident may utilize sub-advisors with fees ranging from 0.10%-1.05%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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