Power Financial Partners provides wealth management, investment management, and financial planning services. The firm builds customized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and third-party managers. In addition to portfolio management, Power Financial Partners offers comprehensive financial planning covering business planning, cash flow forecasting, estate planning, insurance, retirement, and education funding. The firm tailors its services to individual client needs, regularly reviewing risk tolerance and investment objectives.
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% |
Fees are negotiable based on anticipated future earning capacity, asset size, and other criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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