Providence Legacy Advisors provides financial planning and investment management services to individuals, families, foundations, non-profit organizations, and business owners. Providence designs financial plans covering retirement, tax strategy, estate planning, education funding, and risk management. Investment management includes strategic asset allocation, portfolio monitoring, and tax-efficient strategies.
Assets Under Management$170M
Clients5
Advisors1
Avg. per Client$35M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees may be negotiable on a case-by-case basis, especially for clients with assets under management exceeding $50 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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