Powell Wealth provides ongoing investment management based on your goals and risk tolerance. Powell Wealth creates a plan to help select a portfolio that matches your specific situation. Powell Wealth also offers financial planning services covering goal planning, estate planning, debt reduction, college planning, retirement planning, and tax concerns. Powell Wealth can also direct clients to third-party money managers.
Assets Under Management$230M
Clients108
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on factors such as the amount of assets under management, the expectation for additional assets in the future, the number of accounts a client will have under management, and whether a custodian/broker other than Fidelity will be used.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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