POWWOW, LLC (POW) offers financial planning and investment advisory services. POW may recommend using a third-party money manager to manage your investments. POW assists in identifying your investment goals, recommending money managers and investment strategies, reviewing performance, and recommending changes as needed. POW also provides project-based financial planning on topics like retirement, risk management, college savings, and estate planning. A membership program is also available for ongoing planning.
Assets Under Management$6.1M
Clients7
Advisors1
Avg. per Client$860K
Avg. per Advisor$6.1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. The fee schedule includes the Outside Manager's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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