PowerHouse Assets provides investment management services to individuals, focusing on global asset allocation and continuous portfolio management. Clients choose from portfolio strategies based on their time horizon and risk tolerance. PowerHouse Assets uses low-cost, tax-efficient funds like ETFs and mutual funds. Portfolios are monitored and rebalanced at least annually.
Assets Under Management$210M
Clients58
Advisors3
Avg. per Client$3.6M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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