Power Wealth Management (PWM) provides wealth management services that include financial planning, asset allocation advice, and portfolio management. PWM also offers standalone portfolio management services. Financial planning covers areas like risk management, budgeting, retirement, education funding, insurance, tax strategies, and estate planning. PWM manages investments on a discretionary basis, but clients can impose written restrictions. PWM may recommend private fund investments based on client qualifications. PWM also offers retirement plan consulting services to plan sponsors.
Assets Under Management$380M
Clients222
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable and may range up to 0.90% annually based on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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