E.E. Powell & Company Inc. provides investment advice tailored to your needs and objectives. They offer discretionary portfolio management, where they make investment decisions for you, and financial consulting on topics like risk management and investment planning. They primarily advise on stocks, bonds, mutual funds, and ETFs. E.E. Powell & Company Inc. also benefits from recommending rollovers from retirement accounts to accounts they manage.
Assets Under ManagementN/A
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $5.0M | 0.75% |
| $5M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...