Providence Financial and Insurance Services provides investment management and financial planning services. This includes helping clients set financial goals through investments, tax planning, and retirement planning. Anthony A. Saccaro, as an attorney, also offers legal advice in estate planning. Providence also refers clients to a third-party money manager, Sound Income Strategies, LLC.
Assets Under Management$190M
Clients625
Advisors5
Avg. per Client$300K
Avg. per Advisor$38M
www.yelp.com/biz/providence-financial-and-insur... ·www.anthonysaccaro.com ·www.anthonysaccarolaw.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. For assets between $0-$250,000, a flat fee of $2500 is charged.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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