Power Investing provides investment advice and manages client investments, buying and selling various securities like stocks, bonds, and ETFs. They also offer financial planning covering investment, estate, retirement, insurance, tax, small business, employee benefits, and stock options. All advice and portfolios are tailored to each client's specific needs.
Assets Under Management$39M
Clients42
Advisors1
Avg. per Client$930K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...