Jacqueline Powell
Jacqueline Powell is a CFP-designated registered investment advisor at Alliance Financial, based in Carlisle, PA, with 41 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 655 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.55% |
| $750K - $1.2M | 1.50% |
| $1.3M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees are generally negotiable.
Fee Estimator
Location
43A Brookwood Ave. Suite 6, Carlisle, PA, 17015
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacqueline co-owns real estate rental properties since 2018 and sells life and long-term care insurance, dedicating minimal time to insurance sales. She also provides investment advisory services through Alliance Financial, spending about three-quarters of her time on this activity.
Employment History
Current Registrations
Alliance Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Financial Network Investment Corporation
Jacqueline L. Powell & Associates, INC.
Financial Network Investment CorporationBroker
Keogler, Morgan & Company, INC.Broker
G. R. Phelps & CO., INC.Broker
The Planner's Securities Group, INC.Broker
Investment Brokers of AmericaBroker
Edward D. Jones & CO., L.P.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.