How does the advisor help clients – Key Takeaways:
The POWERS ADVISORY GROUP, LLC offers a comprehensive range of financial services and expertise to assist clients in achieving their financial goals. They provide personalized strategies and solutions based on each client’s specific needs and objectives.
Facts and Insights
The POWERS ADVISORY GROUP, LLC is a renowned financial advisory firm that has been in business for over 20 years. They have a team of experienced and highly qualified advisors who offer a wealth of knowledge and insight in the field of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
The POWERS ADVISORY GROUP, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance services. They also provide specialized services for business owners, such as succession planning and corporate retirement plans.
Client Types
The POWERS ADVISORY GROUP, LLC serves a diverse range of clients, including individuals, families, business owners, and institutions. They tailor their services to meet the unique needs of each client, regardless of their financial situation or stage in life.
Fees & Compensation
The POWERS ADVISORY GROUP, LLC is a fee-only firm, which means they do not receive any commissions or compensation from the sale of financial products. Instead, they charge a percentage of the assets under management as their fees, ensuring their interests are aligned with their clients’. They are transparent about their fees and do not charge any hidden or additional fees.
Background
The POWERS ADVISORY GROUP, LLC was founded by John Powers, a certified financial planner with over 30 years of experience in the financial industry. He leads a team of dedicated and knowledgeable advisors who are committed to providing excellent services to their clients. The firm has a strong reputation for integrity, professionalism, and putting their clients’ best interests first.
Financial Advisor Disclosures to Know
The POWERS ADVISORY GROUP, LLC adheres to strict ethical and legal standards in their business practices. They have a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest. They have a clean record with no disciplinary actions taken against them by regulatory bodies.