Powell Wealth offers portfolio management and investment analysis to a variety of clients, including professionals, high net worth individuals, business owners, and charitable organizations. Powell Wealth uses quantitative, fundamental, technical, and economic analysis to determine investments. The firm reviews client holdings and aligns them with financial goals, while also monitoring investment performance and portfolio exposure to market conditions. Powell Wealth acts as a fiduciary, prioritizing client interests and mitigating conflicts of interest.
Assets Under Management$37M
Clients100
Advisors1
Avg. per Client$370K
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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