Timothy Powers is a registered investment advisor at Powers Capital Management, based in Conshohocken, PA, with 24 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 98 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Powers Capital Management charges a percentage of your portfolio's value each year. The percentage decreases as the value of your portfolio increases. Here's a summary of the annual fees:
- $50,000 — 2.0%
- $100,000 — 1.25%
- $500,000 — 1.20%
- $1,000,000 — 1.15%
- $1,500,000 — 1.10%
- $2,000,000 — 1.00%
- $2,500,000 — 0.95%
- $3,000,000 — 0.85%
- $3,500,000+ — 0.75%
Location
1024 Fayette St, Rear Entrance, Conshohocken, PA, 19428
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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 →Employment History
Current Registrations
Powers Capital Management
Previous Registrations
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Bcg Securities, INC.Broker
Banc of America Investment Services, INC.
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Vanguard Marketing CorporationBroker
State Registrations2 states
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