Stefan Lloyd is a registered investment advisor at Provident Wealth Management, based in Dallas, TX, with 9 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 101 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable. Provident also offers cryptocurrency asset management with different fees: Up to $500,000: 2.00%, $500,001 - $3,000,000: 1.50%, $3,000,001 - $5,000,000: 1.25%, Over $5,000,000: 1.00%. Provident may utilize sub-advisors with fees ranging from 0.10%-1.05%.
Fee Estimator
Location
Dallas, TX
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Regulatory History (1)
Financial
July 2016Employment History
Current Registrations
Provident Wealth Management
Previous Registrations
Strategic Financial Concepts, LLC
White Rock Associates LLCBroker
Commerce Street Capital, LLCBroker
Ovington Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Almont Capital
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.