Powell Investment Advisors (PIA) is a fee-only registered investment advisor offering portfolio management services. PIA helps clients make fiscally responsible decisions to achieve their financial goals. PIA identifies unique investment parameters, including risk assessment, investment composition, and tax management, to construct managed portfolios consisting of stocks, bonds, mutual funds, exchange traded funds, and alternative investments. PIA also provides investment advice regarding retirement plan accounts and individual retirement accounts, acting as fiduciaries.
Assets Under Management$590M
Clients58
Advisors2
Avg. per Client$10M
Avg. per Advisor$290M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable. There is a $10,000 minimum annual fee ($2,500 billed quarterly).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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