Powering Your Retirement offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They also provide financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Powering Your Retirement generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, and treasury inflation protected/inflation linked bonds.
Assets Under Management$80M
Clients104
Advisors2
Avg. per Client$770K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees over $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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