Poder Wealth Advisors manages investment portfolios based on clients' individual needs and goals. They also offer one-time financial plans and ongoing comprehensive wealth management services. The firm works with clients to develop and implement financial plans, monitor progress, and make adjustments as needed. They offer specialized planning for equity compensation and entrepreneurs.
Assets Under Management$4.5M
Clients30
Advisors2
Avg. per Client$150K
Avg. per Advisor$2.2M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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