Provenance Wealth Advisors (PWA) provides investment advice and financial planning services. PWA manages investment portfolios on a discretionary or non-discretionary basis, tailoring advice to client needs. PWA also offers financial planning services covering areas like retirement, estate planning, and insurance analysis. PWA's clients include individuals, high net worth individuals, pension plans, trusts, and businesses.
Assets Under Management$4.4B
Clients3,342
Advisors21
Avg. per Client$1.3M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $35.0M | 0.55% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
21 Advisors at this firm
Page 1 of 2