Power Asset Management offers investment advice on fixed-income securities to individuals and other clients. They design portfolios to meet specific investment goals and review/rebalance them quarterly. Power Asset Management may also act as a sub-advisor, designing investment portfolios and providing asset management services for other investment advisory firms. Clients can place reasonable restrictions on investments.
Assets Under Management$190M
Clients38
Advisors1
Avg. per Client$5M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee will not exceed 0.60% for fixed income portfolios or 1.00% for equity portfolios. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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