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 Annuities, Business Owners, Education Planning, Estate Planning, and 8 more. Their firm serves 150 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | 0.00% |
Fees are negotiable. Household accounts may be aggregated. Legacy clients with relationships exceeding five years may have differentiated fee structures.
Fee Estimator
Contact
Eric Powers
Location
703 Hebron Avenue, Glastonbury, CT, 06033
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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
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.
Employment History
Current Registrations
Top Private Wealth
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations1 state
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
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