Providers & Families Wealth Management provides financial planning and investment management services to individuals, families, trusts, estates, businesses, and charities. The firm creates financial plans and manages investments on a discretionary basis, tailoring strategies to each client's goals, risk tolerance, and financial situation. They may also refer clients to other registered investment advisors and receive compensation for those referrals.
Assets Under Management$6.5M
Clients48
Advisors2
Avg. per Client$130K
Avg. per Advisor$3.2M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $450K | 1.50% |
| $450K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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