Providence Financial Consulting, LLC
Assets Under Management
$4.7M
Number of Clients
26
Number of Advisors
2
Average Client AUM
$180K
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capstone Wealth Advisors, LLC (CWALLC) provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and construct portfolios to match specific client situations. CWALLC also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
CWALLC charges an annual fee based on assets under management: 1.00% on the first $2,000,000 and 0.80% on amounts above that. These fees are negotiable. Financial planning fees are either fixed (between $100 and $10,000) or hourly (between $150 and $250). Clients are responsible for third-party fees like custodian and brokerage fees.
Areas of Practice
Location
218 South Three Notch St, Andalusia, AL, 36420