Powers Investment Advisory Corporation (PIAC) offers ongoing asset management services to clients. PIAC determines individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Clients can place restrictions on investing in certain securities or types of securities.
Assets Under Management$110M
Clients101
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
This is a tiered/blended fee schedule. PIAC may group certain related Client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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