Katrina Stalls is a registered investment advisor at Provident Wealth Management, based in Burlington, NC, with 3 years of industry experience. Katrina 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
1225 Huffman Mill Rd, Suite 203, Burlington, NC, 27215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Provident Wealth Management
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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