Read & Powell Financial Services provides investment management based on individual client needs and goals. They create and manage portfolios based on a client's investment policy, considering their objectives, time horizon, risk tolerance, and liquidity needs. Read & Powell also offers financial planning services, which include a comprehensive evaluation of a client's current and future financial state. They also provide general non-securities advice on topics that include tax and budgetary planning, estate planning and business planning.
Assets Under Management$150M
Clients517
Advisors3
Avg. per Client$280K
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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