Provident Capital Group offers investment management with complimentary financial planning and stand-alone financial planning services. Investment management includes portfolio assessment, recommendations, asset allocation, implementation, and ongoing monitoring. Financial planning covers retirement, education funding, and cash flow. The firm also offers third-party investment management services through platforms like First Ascent and Pontera.
Assets Under Management$2.3M
Clients22
Advisors1
Avg. per Client$110K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The advisory fee is negotiable and agreed to at the time of engagement. The included financial planning services are complimentary.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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