HP
HP

Hans Powers

18 Years of Experience
Portland, OR

Hans Powers is a registered investment advisor at Marquam Capital, based in Portland, OR, with 18 years of industry experience. Hans operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 154 clients with $35M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
154 clients
Average Client Portfolio
$225K average
Assets Under Management
$34.7M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees on assets in excess of $5,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1515 SW 5th Ave., Suite 606, Portland, OR, 97201-5449

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Hans is the president of Marquam Asset Management d/b/a Marquam Capital, a registered investment advisor, since 2008. He spends nearly full-time on this business, managing overall operations, portfolios, and financial matters.

Employment History
Current Registrations
Marquam Capital
July 2008 - Present · 17 yrs 10 mos
Previous Registrations
Hp Securities, INC.Broker
September 2009 - January 2024 · 14 yrs 4 mos
Rubicon Global Asset Management, LLC
November 2007 - July 2008 · 8 mos
Rubicon Global Asset Management, LLC
November 2007 - November 2007 · 0 mos
State Registrations3 states
AKORWA
Advisor

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.

Exams
No exam information available for this advisor.