Provident Trust Company provides investment management for equity, balanced, and fixed income portfolios. They also offer trust services. Provident manages money for individuals, trusts, corporations, and other institutions. The firm's investment approach focuses on growth at a reasonable price, seeking companies with strong sales and earnings.
Assets Under Management$6.9B
Clients1,037
Advisors5
Avg. per Client$6.6M
Avg. per Advisor$1.4B
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fee rates, account minimums and billing methods are negotiable under certain circumstances. All individually managed accounts under $100,000 in size will be charged an annual fee of 1.00% even if part of a larger account relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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