Powers Capital Management (PCM) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. PCM creates an Investment Policy Statement for each client to guide portfolio selection. PCM generally limits its investment advice to mutual funds, equities, and ETFs. Clients may impose restrictions on investments, but PCM reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$23M
Clients18
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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