Power Financial Partners (PFP) provides financial planning, consulting, and investment management services. PFP manages investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and independent investment managers. PFP works with clients to understand their risk tolerance, time horizon, and financial goals. Clients can place reasonable restrictions on their accounts. PFP also offers retirement plan consulting services to qualified employee benefit plans.
Assets Under Management$330M
Clients250
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$82M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.15% |
| $100M+ | 0.05% |
PFP can negotiate a fee rate that differs from the range set forth above for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...