Jesse Wachs is a CFA-designated registered investment advisor at Powell Investment Advisors, LLC, based in Miami, FL, with 13 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $590M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable. There is a $10,000 minimum annual fee ($2,500 billed quarterly).
Fee Estimator
Location
3444 Main Highway, Second Floor, Miami, FL, 33133
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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
Jesse is a minority owner of PIA Integrated LLC, an agriculture business, since 2019. He dedicates minimal time to passive investment and monitoring activities.
Employment History
Current Registrations
Powell Investment Advisors, LLC
State Registrations1 state
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