E.E. Powell & Company is a registered investment advisor and broker-dealer based in Seven Fields, Pennsylvania, providing portfolio management and financial consulting services to individuals, high net worth individuals, charitable organizations, and corporations. The firm helps clients build and manage portfolios using various investment strategies, including fundamental analysis and Modern Portfolio Theory, tailoring advice to individual goals, risk tolerance, and time horizons. E.E. Powell & Company charges fees based on a percentage of portfolio assets for ongoing management, alongside hourly fees for specific financial consulting topics. Because the firm's advisors also operate as registered representatives and independent insurance agents, they may receive separate commissions or mutual fund fees in addition to advisory charges. The firm requires a minimum account size and a minimum annual fee, though these requirements can be waived at their discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable depending on individual client circumstances. Family accounts living in the same household may be combined to reach lower fee tiers.