Provision Financial Planning (PFP) offers investment management and financial planning services. Investment management involves ongoing advice and portfolio management based on individual client needs. Financial planning includes ongoing, project-based, and hourly services covering areas like net worth, cash flow, retirement, tax, insurance, and estate planning. PFP may use third-party managers and held-away account management systems.
Assets Under Management$21M
Clients38
Advisors1
Avg. per Client$560K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001. For Alabama residents, the total fee will not exceed 2% of the annual portfolio value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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