Providence Squared provides investment management and financial planning services to individuals, families, businesses, and other entities. The firm's approach focuses on aligning financial decisions with clients' values and goals, while also addressing common investor pitfalls. In addition to investment management, Providence Squared may advise on real estate, tax strategy, risk management, and estate planning. The firm uses a proprietary investment strategy called T2Alpha Portfolio and may partner with other investment advisory firms.
Assets Under Management$10M
Clients9
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees over $3 million are negotiated or a flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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