Powers Capital Management offers investment management on a discretionary basis, helping clients create financial goals and investment objectives. PCM assists clients in understanding investment risk and finding the proper risk profile. PCM will suggest mutual funds, ETFs, fixed income, equities, and/or CDs based on the needs of the client. PCM also offers financial consulting services, including long-term planning, investment goals, and risk management.
Assets Under Management$37M
Clients98
Advisors1
Avg. per Client$380K
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Powers Capital Management charges a percentage of your portfolio's value each year. The percentage decreases as the value of your portfolio increases. Here's a summary of the annual fees:
- $50,000 — 2.0%
- $100,000 — 1.25%
- $500,000 — 1.20%
- $1,000,000 — 1.15%
- $1,500,000 — 1.10%
- $2,000,000 — 1.00%
- $2,500,000 — 0.95%
- $3,000,000 — 0.85%
- $3,500,000+ — 0.75%
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