Providence Wealth is a registered investment advisor offering financial planning and investment advisory services. Services include investment strategy, portfolio management, financial planning, and estate planning. Providence Wealth manages investments on a discretionary and non-discretionary basis, using asset allocation models to create diversified portfolios. Financial planning is offered at no additional charge to investment advisory clients.
Assets Under Management$680M
Clients653
Advisors5
Avg. per Client$1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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