William Powers
William Powers is a CFP-designated registered investment advisor at Powers Investment Advisory Corporation, based in Highland Hts., OH, with 42 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 101 clients with $110M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
This is a tiered/blended fee schedule. PIAC may group certain related Client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Location
Highland Hts., OH
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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 Activities
William is a sole proprietor preparing income tax returns since 1967. This activity takes minimal time and is not investment-related.
Employment History
Current Registrations
Powers Investment Advisory Corporation
Previous Registrations
Canada Life of America Financial Services, INC.Broker
Cadaret, Grant & CO., INC.Broker
Mutual Benefit Financial Service CompanyBroker
State Registrations2 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.