Providence Wealth Management Llc

Providence Wealth Management Llc

Knoxville, Tennessee

4.4

5 Reviews

Providence Wealth Management LLC is a small investment advisory firm headquartered in Knoxville, TN, boasting a single office location. With a team of seven dedicated professionals, two of whom specialize in providing investment advisory services, Providence Wealth Management LLC is committed to delivering exceptional financial guidance to its clients. Drawing on their extensive knowledge and expertise, the firm manages an average of $48,100,000 in assets per investment advisor, aligning with industry standards. Their comprehensive compensation structure incorporates various models, including a percentage of assets under managem...see more

Assets Under Mgmt

$96.2M

Investment Professionals

2

Locations

0

% 401K & Individual

65%

% Discretionary

97%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees
  • Other

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Reviews for Providence Wealth Management Llc

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