How does the advisor help clients – Key Takeaways:
POWELL INVESTMENT ADVISORS, LLC is a trusted and experienced financial advisory firm that helps clients manage their wealth and achieve their financial goals. They offer a wide range of services and cater to different types of clients, all while adhering to strict ethical standards.
Facts and Insights
Founded in 2005, POWELL INVESTMENT ADVISORS, LLC has over 15 years of experience in the financial services industry. They have a team of highly qualified advisors who are dedicated to providing personalized and strategic financial advice to their clients. Through their extensive research and analysis, they provide valuable insights to clients to help them make informed investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
POWELL INVESTMENT ADVISORS, LLC offers a comprehensive range of financial services, including investment management, financial planning, retirement planning, tax planning, and estate planning. Their team of advisors works closely with clients to develop customized strategies that align with their financial goals and risk tolerance.
Client Types
The firm caters to various types of clients, including high net-worth individuals, families, and small business owners. They have experience in working with clients from different backgrounds and industries, providing them with tailored financial solutions to meet their unique needs and objectives.
Fees & Compensation
POWELL INVESTMENT ADVISORS, LLC follows a fee-only structure, which means they do not receive commissions or sell proprietary products. This ensures that their advice is always in the best interest of their clients, and there are no conflicts of interest. Their fees are based on a percentage of assets under management and are transparent and easy to understand.
Background
The founder and CEO of POWELL INVESTMENT ADVISORS, LLC, John Powell, has over 25 years of experience in the financial industry. He holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He is also a member of various professional associations, demonstrating his commitment to staying updated on industry trends and best practices.
Financial Advisor Disclosures to Know
While POWELL INVESTMENT ADVISORS, LLC has a clean record with no disciplinary actions or legal issues, it is always recommended for clients to research their potential advisors before committing to a partnership. It is essential to review their Form ADV, which can be found on the U.S. Securities and Exchange Commission’s website. This will provide information on the firm’s services, fees, and any past disciplinary actions.