Jake Powers is a CFA-designated registered investment advisor at Modell Capital Management LLC, based in Bloomfield Hills, MI, with 2 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 394 clients with $1.9B 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% |
| $5M+ | 0.50% |
Legacy clients may be charged under a different fee schedule. Fees may be waived or negotiated.
Fee Estimator
Location
91 W. Long Lake Road, Bloomfield Hills, MI, 48304
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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 →Employment History
Current Registrations
Modell Capital Management LLC
Previous Registrations
Clarkston Capital Partners, LLC
State Registrations2 states
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