Providence Capital LLC offers portfolio management services based on individual client goals, objectives, and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in selecting a suitable portfolio. Providence Capital also provides financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Financial planning is provided through a written financial plan and ongoing planning services.
Assets Under Management$41M
Clients90
Advisors5
Avg. per Client$460K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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