Power Plans, led by John R. Power, a Certified Financial Planner, offers financial planning and investment advisory services. This includes cash flow analysis, education and retirement planning, insurance needs assessment, and estate planning. Investment management is primarily done through Morningstar Investment Services, LLC. Power Plans focuses on individuals and families, with a specialty in serving active and retired military personnel. Most new clients are being referred to MG Financial Pathways.
Assets Under Management$5.3M
Clients16
Advisors1
Avg. per Client$330K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.10% |
| $500K+ | Included |
Fee of 0.1% of invested value through Morningstar is waived once a balance of $500,000 under management is reached.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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