Powers Advisory Group provides investment management services, including asset allocation and security selection, tailored to each client's needs. They focus on quality, income, and low costs, emphasizing dividend reinvestment strategies. They also offer financial planning services, covering retirement, college savings, financial goals, and investment analysis. For retirement plan accounts, they act as fiduciaries, providing prudent and loyal advice.
Assets Under Management$250M
Clients529
Advisors3
Avg. per Client$470K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
The annual fees are negotiable. For held-away assets like 401(k)s, the fee is 0.75% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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