Ethan Powell is a CFA-designated registered investment advisor at Brookmont Capital Management, based in Dallas, TX, with 5 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 70 clients with $860M 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% |
| $1M+ | 1.00% |
Annual fee, minimum account size, and minimum fee may be negotiable under certain circumstances.
Fee Estimator
Location
5950 Berkshire Lane, Suite 1420, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ethan is an independent board member for Highland Capital Management's retail fund series trust, dedicating a few hours per week. He is also the founder and board chair of Impact Shares, a nonprofit RIA, spending approximately 64 hours per month on this role.
Employment History
Current Registrations
Brookmont Capital Management
State Registrations1 state
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