Eric Powers is a CFP-designated registered investment advisor at Top Private Wealth, based in Glastonbury, CT, with 17 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 150 clients with $110M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | 0.00% |
Legacy clients may be grandfathered in at a flat or tiered fee. Fees may be negotiable.
703 Hebron Avenue, Glastonbury, CT, 06033
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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 →Eric owns Powers Tax Preparation Services, where he works as a tax preparer. He also owns SkyBlue Wealth Advisors, which is a pass-through entity for business and tax purposes.
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